CALTON & ASSOCIATES, INC.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 822648 Tampa, FL

Position in BIV

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$890,039

-$303,238 QoQ

Shares Held

11,532

-24.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$890,039	11,532	-24.7%	Shares	Sole	2026-05-13
2025-12-31	$1,193,277	15,322	+11.2%	Shares	Sole	2026-02-10
2025-09-30	$1,076,236	13,782	+11.8%	Shares	Sole	2025-11-07
2025-06-30	$953,447	12,328	+85.6%	Shares	Sole	2025-08-12
2025-03-31	$508,654	6,643	-48.8%	Shares	Sole	2025-05-15
2023-12-31	$991,565	12,982	-2.1%	Shares	Sole	2024-02-07
2023-06-30	$997,625	13,261	+4.2%	Shares	Sole	2023-07-24
2023-03-31	$976,439	12,724	-8.1%	Shares	Sole	2023-04-19
2022-12-31	$1,029,109	13,847	-4.2%	Shares	Sole	2023-01-18
2022-09-30	$1,062,520	14,460	-0.6%	Shares	Sole	2022-10-31
2022-06-30	$1,129,108	14,541	-8.9%	Shares	Sole	2022-07-12
2022-03-31	$1,307,861	15,969	+4.1%	Shares	Sole	2022-04-26
2021-12-31	$1,343,565	15,334	+8.8%	Shares	Sole	2022-01-13
2021-09-30	$1,260,477	14,093	+9.5%	Shares	Sole	2021-11-05
2021-06-30	$1,158,235	12,875	+8.9%	Shares	Sole	2021-08-11
2021-03-31	$1,049,232	11,825	+6.2%	Shares	Sole	2021-05-03
2020-12-31	$1,033,977	11,136	-0.3%	Shares	Sole	2021-01-25
2020-09-30	$1,044,078	11,169	+3.9%	Shares	Sole	2020-10-30
2020-06-30	$1,001,419	10,746	+10.7%	Shares	Sole	2020-08-10
2020-03-31	$866,768	9,703	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.