JFS WEALTH ADVISORS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1568068
HERMITAGE, PA
Position in BIV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$5,374,429
+$2,961,084 QoQ
Shares Held
69,635
+124.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,374,429 | 69,635 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,413,345 | 30,988 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,419,852 | 30,988 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,138,296 | 27,648 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,117,007 | 27,648 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,609,908 | 21,543 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,254,860 | 16,012 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $58,264 | 778 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $58,661 | 778 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $59,423 | 778 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $56,257 | 778 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||