N.E.W. Advisory Services LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1803456
DE PERE, WI
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$51,556
+$12,616 QoQ
Shares Held
668
+33.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
8 quarters on record
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,556 | 668 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $38,940 | 500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,912 | 255 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,721 | 255 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $38,285 | 500 | Shares | Sole | 2025-05-07 | |
| 2020-12-31 | $456,264 | 4,914 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $234,447 | 2,508 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $329,985 | 3,541 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||