Kestra Investment Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1962449
AUSTIN, TX
Position in BIV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$412,295
+$126,476 QoQ
Shares Held
5,342
+45.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,295 | 5,342 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $285,819 | 3,670 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $257,853 | 3,302 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $368,215 | 4,761 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $327,030 | 4,271 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $186,526 | 2,496 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||