CreativeOne Wealth, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1739728
OVERLAND PARK, KS
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,773,719
+$1,299,375 QoQ
Shares Held
257,806
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#47
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,773,719 | 257,806 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $18,474,344 | 239,367 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $18,009,905 | 231,252 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $17,032,287 | 218,111 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $17,396,858 | 224,940 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $17,696,781 | 231,119 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $16,589,163 | 221,988 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,063,499 | 217,730 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $14,518,699 | 193,867 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,578,620 | 206,613 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,206,068 | 185,992 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,893,234 | 178,305 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $12,143,099 | 161,413 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,846,965 | 180,440 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,640,048 | 170,076 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,806,692 | 160,679 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,812,739 | 152,128 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,583,607 | 153,646 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,505,301 | 142,722 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,640,615 | 130,150 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $9,794,125 | 108,872 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $8,887,817 | 100,167 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,428,087 | 90,771 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,747,622 | 82,880 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,571,758 | 70,520 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,544,713 | 62,070 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||