Sovereign Financial Group, Inc.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1846175 STAMFORD, CT

Position in BIV

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$6,801,410

+$730,742 QoQ

Shares Held

88,124

+13.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,801,410	88,124	+13.1%	Shares	Sole	2026-04-17
2025-12-31	$6,070,668	77,949	+4.1%	Shares	Sole	2026-01-07
2025-09-30	$5,848,706	74,897	+5.4%	Shares	Sole	2025-10-17
2025-06-30	$5,493,924	71,036	+5.6%	Shares	Sole	2025-07-25
2025-03-31	$5,151,323	67,276	+12.2%	Shares	Sole	2025-04-11
2024-12-31	$4,480,736	59,959	+10.6%	Shares	Sole	2025-01-14
2024-09-30	$4,247,105	54,193	+4.6%	Shares	Sole	2024-10-08
2024-06-30	$3,880,949	51,822	+7.5%	Shares	Sole	2024-07-15
2024-03-31	$3,634,657	48,205	+2.2%	Shares	Sole	2024-04-15
2023-12-31	$3,602,615	47,167	-6.3%	Shares	Sole	2024-02-06
2023-09-30	$3,639,362	50,330	+8.5%	Shares	Sole	2023-11-03
2023-06-30	$3,488,941	46,377	+25.3%	Shares	Sole	2023-07-31
2023-03-31	$2,840,377	37,013	+22.2%	Shares	Sole	2023-05-04
2022-12-31	$2,251,301	30,292	-22.6%	Shares	Sole	2023-02-14
2022-09-30	$2,874,537	39,120	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$2,867,070	36,923	+23.1%	Shares	Sole	2022-08-15
2022-03-31	$2,457,327	30,004	+41.0%	Shares	Sole	2022-05-16
2021-12-31	$1,864,991	21,285	+619.8%	Shares	Sole	2022-02-15
2021-09-30	$264,474	2,957	-28.8%	Shares	Sole	2021-11-12
2021-06-30	$373,513	4,152	0.0%	Shares	Sole	2021-08-12
2021-03-31	$368,406	4,152	+50.1%	Shares	Sole	2021-05-17
2020-12-31	$256,915	2,767	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.