Milestone Investment Advisors LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1967018
MIDDLETON, WI
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,161,080
-$212,907 QoQ
Shares Held
80,327
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
25.84%
of 13F equity value
Holder Rank
#78
of 252 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,161,080 | 80,327 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,373,987 | 82,586 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,272,922 | 80,546 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,010,665 | 76,971 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,868,327 | 75,877 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,438,231 | 71,023 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,261,814 | 70,411 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,301,964 | 54,893 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,902,436 | 38,756 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,258,230 | 29,950 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,294,455 | 30,040 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,416 | 310 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,246 | 309 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $41,593 | 542 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,688 | 90 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||