JONES FINANCIAL COMPANIES LLLP
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 815917
DES PERES, MO
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,297,403
+$20,330,814 QoQ
Shares Held
3,393,708
+9.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#9
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,297,403 | 3,393,708 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,966,589 | 3,109,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $191,624,206 | 2,460,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $165,536,821 | 2,119,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $143,955,880 | 1,861,338 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $127,028,097 | 1,658,980 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $112,754,043 | 1,508,819 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $109,418,704 | 1,396,181 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $96,169,618 | 1,284,145 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $91,634,147 | 1,215,307 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $91,221,320 | 1,194,309 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $83,831,079 | 1,159,329 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $87,350,154 | 1,161,108 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $91,167,273 | 1,188,002 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $93,096,352 | 1,252,642 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $84,968,816 | 1,156,353 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $86,875,129 | 1,118,804 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $97,537,411 | 1,190,933 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $191,035,607 | 2,180,274 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $191,341,942 | 2,139,333 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $187,026,839 | 2,079,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $176,043,868 | 1,984,040 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $639,264,357 | 6,884,915 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $604,768,299 | 6,469,494 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $554,542,377 | 5,950,664 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $562,854,393 | 6,300,844 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||