LGT Financial Advisors LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1965191
DALLAS, TX
Position in BIV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$24,929
-$226 QoQ
Shares Held
323
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,929 | 323 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $25,155 | 323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,223 | 323 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $24,980 | 323 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,732 | 323 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,137 | 323 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,422 | 771 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $137,122 | 1,831 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $159,620 | 2,117 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $164,369 | 2,152 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $160,745 | 2,223 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $216,436 | 2,877 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $294,604 | 3,839 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $630,530 | 8,484 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||