Jones Kertz & Associates, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2104438
BLAINE, MN
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$288,498
-$2,617 QoQ
Shares Held
3,738
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,498 | 3,738 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $291,115 | 3,738 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||