Keudell/Morrison Wealth Management
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1785498
Salem, OR
Position in BIV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$619,369
-$119,167 QoQ
Shares Held
8,025
-15.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $619,369 | 8,025 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $738,536 | 9,483 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $455,377 | 5,888 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $734,000 | 9,586 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,685,454 | 183,132 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $17,915,773 | 228,605 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $19,652,484 | 262,418 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $27,545,505 | 365,325 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $34,324,255 | 449,388 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,861,182 | 468,278 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $35,358,175 | 470,001 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $34,698,144 | 452,152 | Shares | Sole | 2023-04-18 | |
| 2022-09-30 | $25,341,929 | 344,882 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $25,648,416 | 330,308 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $17,650,105 | 215,508 | Shares | Sole | 2022-04-18 | |
| 2021-03-31 | $243,475 | 2,744 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $333,238 | 3,589 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,938,816 | 213,295 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||