Excelsior Advisor Network LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2110679
SCOTTSDALE, AZ
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,133,318
-$311,336 QoQ
Shares Held
14,776
-21.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#139
of 252 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,318 | 14,776 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,444,654 | 18,718 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,134,633 | 14,569 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||