Level Financial Advisors
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1871734
EAST AMHERST, NY
Position in BIV
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,103,099
+$537,810 QoQ
Shares Held
40,206
+22.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,103,099 | 40,206 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,565,289 | 32,939 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,054,625 | 26,311 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,786,244 | 23,096 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,420,526 | 18,552 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,494,450 | 19,998 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $982,838 | 12,541 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $553,511 | 7,391 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $262,919 | 3,487 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $202,636 | 2,653 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $184,390 | 2,550 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $189,429 | 2,518 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $191,696 | 2,498 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $197,839 | 2,662 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $182,156 | 2,479 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $236,211 | 3,042 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $190,089 | 2,321 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $151,494 | 1,729 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||