Sovereign Investment Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1908165
PHOENIX, AZ
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,691,538
+$30,982 QoQ
Shares Held
87,243
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.41%
of 13F equity value
Holder Rank
#76
of 252 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,691,538 | 87,243 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,660,556 | 86,299 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,675,873 | 85,720 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,602,821 | 84,554 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,702,135 | 99,588 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $7,324,533 | 95,658 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,339,457 | 98,213 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,614,742 | 97,164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,129,378 | 95,198 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,212,613 | 95,658 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,271,223 | 95,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,817,314 | 94,279 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,044,988 | 93,646 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,142,652 | 93,076 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,891,693 | 92,730 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,765,083 | 92,067 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,115,690 | 91,638 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,470,017 | 91,209 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,971,229 | 90,975 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $8,021,784 | 89,689 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $8,037,116 | 89,341 | Shares | Sole | 2022-02-07 | |
| 2021-03-31 | $7,872,569 | 88,725 | Shares | Sole | 2022-02-07 | |
| 2020-12-31 | $8,216,482 | 88,492 | Shares | Sole | 2022-02-07 | |
| 2020-09-30 | $8,179,686 | 87,502 | Shares | Sole | 2022-02-07 | |
| 2020-06-30 | $8,118,060 | 87,113 | Shares | Sole | 2022-02-07 | |
| 2020-03-31 | $7,742,320 | 86,671 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||