Ascentis Independent Advisors
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1845003
DALLAS, TX
Position in BIV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,100,143
+$1,321,188 QoQ
Shares Held
27,211
+172.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,100,143 | 27,211 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $778,955 | 10,002 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||