Outlook Wealth Advisors, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1767151 SHENANDOAH, TX

Position in BIV

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$796,960

-$3,646 QoQ

Shares Held

10,326

+0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$796,960	10,326	+0.4%	Shares	Sole	2026-04-17
2025-12-31	$800,606	10,280	0.0%	Shares	Sole	2026-02-11
2025-09-30	$802,765	10,280	-0.6%	Shares	Sole	2025-10-30
2025-06-30	$799,927	10,343	0.0%	Shares	Sole	2025-08-11
2025-03-31	$791,963	10,343	-4.5%	Shares	Sole	2025-04-14
2024-12-31	$809,400	10,831	+1.5%	Shares	Sole	2025-01-14
2024-09-30	$836,207	10,670	-45.2%	Shares	Sole	2024-10-23
2024-06-30	$1,458,332	19,473	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,468,264	19,473	+12.4%	Shares	Sole	2024-04-22
2023-12-31	$1,323,359	17,326	-33.2%	Shares	Sole	2024-01-29
2023-09-30	$1,876,878	25,956	-18.6%	Shares	Sole	2023-10-10
2023-06-30	$2,397,504	31,869	-11.6%	Shares	Sole	2023-07-10
2023-03-31	$2,766,477	36,050	+325.5%	Shares	Sole	2023-04-18
2022-03-31	$693,938	8,473	+2.2%	Shares	Sole	2022-07-28
2021-12-31	$726,106	8,287	-37.8%	Shares	Sole	2022-01-21
2021-09-30	$1,190,714	13,313	-2.3%	Shares	Sole	2021-10-22
2021-06-30	$1,226,154	13,630	+4.2%	Shares	Sole	2021-07-21
2021-03-31	$1,160,677	13,081	-58.7%	Shares	Sole	2021-05-04
2020-12-31	$2,938,609	31,649	+34.8%	Shares	Sole	2021-02-04
2020-09-30	$2,193,975	23,470	-2.2%	Shares	Sole	2020-11-10
2020-06-30	$2,236,466	23,999	+43.0%	Shares	Sole	2020-07-17
2020-03-31	$1,499,136	16,782	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.