Uptown Financial Advisors LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2066147
DALLAS, TX
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,146,495
+$140,971 QoQ
Shares Held
53,725
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,146,495 | 53,725 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,005,524 | 51,432 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,551,533 | 45,480 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,568,544 | 46,141 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,667,473 | 47,897 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,254,715 | 43,553 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||