Kestra Advisory Services, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1830819 AUSTIN, TX

Position in BIV

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$13,540,999

+$127,727 QoQ

Shares Held

175,447

+1.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,540,999	175,447	+1.9%	Shares	Sole	2026-04-30
2025-12-31	$13,413,272	172,230	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$13,565,091	173,711	-3.8%	Shares	Sole	2025-11-14
2025-06-30	$13,965,206	180,569	+1.4%	Shares	Sole	2025-08-15
2025-03-31	$13,629,689	178,003	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$13,170,564	176,242	+12.3%	Shares	Sole	2025-02-10
2024-09-30	$12,296,096	156,898	+6.6%	Shares	Sole	2024-11-13
2024-06-30	$11,024,332	147,207	+5.3%	Shares	Sole	2024-08-14
2024-03-31	$10,543,936	139,840	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$10,897,974	142,681	-7.6%	Shares	Sole	2024-02-14
2023-09-30	$11,171,605	154,496	+43.2%	Shares	Sole	2023-11-13
2023-06-30	$8,118,972	107,922	-9.1%	Shares	Sole	2023-08-11
2023-03-31	$9,110,879	118,724	-62.4%	Shares	Sole	2023-05-12
2022-12-31	$23,448,480	315,507	+17.8%	Shares	Sole	2023-01-31
2022-09-30	$19,672,726	267,729	-9.1%	Shares	Sole	2022-11-01
2022-06-30	$22,872,040	294,553	+15.8%	Shares	Sole	2022-08-12
2022-03-31	$20,832,493	254,365	+15.6%	Shares	Sole	2022-07-20
2021-12-31	$19,281,219	220,055	+9.3%	Shares	Sole	2022-07-25
2021-09-30	$17,999,173	201,243	+4.5%	Shares	Sole	2022-07-25
2021-06-30	$17,327,915	192,618	+7.0%	Shares	Sole	2022-07-26
2021-03-31	$15,970,246	179,987	+39.3%	Shares	Sole	2022-07-27
2020-12-31	$11,998,634	129,226	+53.6%	Shares	Sole	2022-07-28
2020-09-30	$7,863,537	84,120	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.