INDEPENDENT FINANCIAL GROUP, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 275484
SAN DIEGO, CA
Position in BIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,433,001
+$221,344 QoQ
Shares Held
18,567
+19.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,433,001 | 18,567 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,211,657 | 15,558 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,188,607 | 15,221 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,177,037 | 15,219 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,170,985 | 15,293 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||