Question 1

How many shares of BIV does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 23,444 shares of BIV (VANGUARD INTERMEDIATE-TERM B).

Question 2

What is Steward Partners Investment Advisory, LLC's BIV position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's BIV position is worth $1.8M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling BIV?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their BIV position (+57.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy BIV?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in BIV in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	23,444	+57.3%	$1.8M	0.0%	$76.14	37
2026-Q1	Increased	14,902	+52.0%	$1.2M	0.0%	$75.78	35
2025-Q4	Increased	9,802	+12.9%	$763,363	0.0%	$75.96	28
2025-Q3	Decreased	8,683	-0.9%	$678,092	0.0%	$75.13	0
2025-Q2	Increased	8,759	+44.3%	$677,442	0.0%	$73.65	33
2025-Q1	Decreased	6,071	-10.1%	$464,886	0.0%	$72.18	0
2024-Q4	Decreased	6,751	-15.3%	$504,487	0.0%	$69.99	0
2024-Q3	Decreased	7,974	-11.1%	$624,898	0.0%	$72.47	0
2024-Q2	Decreased	8,966	-38.4%	$671,443	0.0%	$68.60	0
2024-Q1	Increased	14,548	+75.4%	$1.1M	0.0%	$68.42	38
2023-Q4	Increased	8,294	+65.4%	$633,518	0.0%	$68.91	36
2023-Q3	Increased	5,014	+18.8%	$362,588	0.0%	$64.47	28
2023-Q2	Increased	4,219	+7.1%	$317,383	0.0%	$66.54	25
2023-Q1	Increased	3,940	+14.9%	$302,364	0.0%	$67.38	27
2022-Q4	Decreased	3,428	-10.0%	$254,796	0.0%	$64.96	0
2022-Q3	Decreased	3,810	-0.9%	$280,000	0.0%	$63.67	0
2022-Q2	Decreased	3,846	-29.8%	$299,000	0.0%	$66.91	0
2022-Q1	Decreased	5,480	-85.2%	$449,000	0.0%	$70.18	0
2021-Q4	Increased	36,933	+4.5%	$3.2M	0.0%	$74.85	28
2021-Q3	Increased	35,335	+18.6%	$3.2M	0.1%	$75.09	31
2021-Q2	Decreased	29,804	-55.2%	$2.7M	0.0%	$75.17	0
2021-Q1	Increased	66,510	+138.9%	$3B	0.1%	$73.52	51
2020-Q4	Increased	27,841	+24.0%	$2.6M	0.1%	$76.69	32
2020-Q3	Increased	22,446	+12.3%	$2.1M	0.1%	$76.16	29
2020-Q2	Increased	19,980	+420.3%	$1.9M	0.1%	$75.50	42
2020-Q1	Decreased	3,840	-21.9%	$343,000	0.0%	$71.93	0
2019-Q4	Decreased	4,915	-13.2%	$428,000	0.0%	$69.93	0
2019-Q3	Decreased	5,659	-51.2%	$498,000	0.0%	$69.93	0
2019-Q2	Increased	11,596	+71.6%	$1M	0.0%	$68.26	37
2019-Q1	New	6,759	-	$567,000	0.0%	$65.76	34

BIV30 quarters

BIV
30 quarters