Capital Advisors, Ltd. LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1597878
SHAKER HEIGHTS, OH
Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$2,276,038
+$216,190 QoQ
Shares Held
29,490
+11.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,276,038 | 29,490 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,059,848 | 26,449 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,049,784 | 26,249 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,965,828 | 25,418 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,918,308 | 25,053 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,645,928 | 22,025 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,660,268 | 21,185 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,488,064 | 19,870 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,542,005 | 20,451 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,848,014 | 24,195 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,294,132 | 17,897 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,320,737 | 17,556 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,347,247 | 17,556 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,042,387 | 27,481 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $31,155 | 424 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $32,923 | 424 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $34,725 | 424 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $85,341 | 974 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||