Bell Investment Advisors, Inc
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1890149
ORINDA, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$12,040
-$47,837 QoQ
Shares Held
156
-80.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,040 | 156 | Shares | Sole | 2026-04-17 | |
| 2025-03-31 | $59,877 | 782 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $58,438 | 782 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $61,285 | 782 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $58,563 | 782 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||