KINGSWOOD WEALTH ADVISORS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1987855
SAN DIEGO, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$357,574
-$313,595 QoQ
Shares Held
4,633
-46.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,574 | 4,633 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $671,169 | 8,618 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $751,069 | 9,618 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $228,771 | 2,958 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $271,823 | 3,550 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $617,867 | 8,268 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $718,104 | 9,163 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||