Key Financial Inc
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1801720
WEST CHESTER, PA
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$99,716
-$12,898 QoQ
Shares Held
1,292
-10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,716 | 1,292 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $112,614 | 1,446 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $95,191 | 1,219 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,894 | 115 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,805 | 115 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,793 | 24 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,880 | 24 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,797 | 24 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,809 | 24 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,833 | 24 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $57,775 | 799 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,805 | 24 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,841 | 24 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,783 | 24 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,763 | 24 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,863 | 24 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,965 | 24 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,102 | 24 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $112,604 | 1,259 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,159 | 24 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,129 | 24 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,228 | 24 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $2,143 | 24 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||