Strategic Investment Advisors / MI
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1760540
FARMINGTON HILLS, MI
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,184,507
-$170,739 QoQ
Shares Held
41,519
-4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#103
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 | $3,184,507 | 41,519 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,355,246 | 43,473 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,953,308 | 25,081 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,985,828 | 25,430 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $2,054,923 | 26,570 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,125,736 | 27,762 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,999,774 | 26,760 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,038,638 | 26,013 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,910,668 | 25,513 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,850,014 | 24,536 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,785,764 | 23,380 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,679,399 | 23,225 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,679,961 | 22,331 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,745,681 | 22,748 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,754,546 | 23,608 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,137,239 | 29,086 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,394,314 | 43,713 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,571,331 | 43,606 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,459,412 | 39,482 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,410,168 | 38,128 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,317,005 | 36,872 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,961,984 | 33,382 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,539,726 | 27,353 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,345,880 | 25,095 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $2,078,696 | 22,306 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,625,359 | 18,195 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||