LFA - Lugano Financial Advisors SA
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1737871
LUGANO, V8
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$56,727
-$514 QoQ
Shares Held
735
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,727 | 735 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $57,241 | 735 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $57,396 | 735 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $418,100 | 5,406 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $413,937 | 5,406 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $408,847 | 5,471 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,149,374 | 14,666 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,098,336 | 14,666 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,123,535 | 14,901 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,222,821 | 55,287 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||