VALLEY NATIONAL ADVISERS INC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 773411
BETHLEHEM, PA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$17,365
-$158 QoQ
Shares Held
225
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,365 | 225 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $17,523 | 225 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $11,987 | 155 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,868 | 155 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,583 | 155 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,147 | 155 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,607 | 155 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,687 | 155 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $11,838 | 155 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,208 | 155 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,660 | 155 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,894 | 155 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $12,485 | 168 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $12,344 | 168 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,045 | 168 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $13,759 | 168 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $92,789 | 1,059 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $97,131 | 1,086 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $183,878 | 2,044 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $216,412 | 2,439 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $425,531 | 4,583 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $458,799 | 4,908 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $450,014 | 4,829 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $77,895 | 872 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||