Greystone Financial Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1845302
BLOOMFIELD HILLS, MI
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$17,608,925
-$11,909,230 QoQ
Shares Held
228,154
-39.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,608,925 | 228,154 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $29,518,155 | 379,021 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $29,185,512 | 373,742 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $34,470,515 | 445,701 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $23,505,611 | 306,982 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $21,276,527 | 284,712 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $21,904,415 | 279,500 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $20,571,384 | 274,688 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $20,150,951 | 267,254 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $250,047 | 3,458 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $17,897,217 | 237,900 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $26,109,019 | 340,227 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||