Financial Gravity Asset Management, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1741736
Lakeway, TX
Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$154
-$626 QoQ
Shares Held
2
-80.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $780 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $4,823 | 63 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $71,669 | 957 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $87,464 | 1,160 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $104,258 | 1,365 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $56,898 | 787 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,642 | 75 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,908 | 77 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,499 | 74 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $128,736 | 1,752 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $157,456 | 2,028 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $174,590 | 2,132 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $277,560 | 3,168 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $32,913 | 368 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,105 | 368 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $41,525 | 468 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,724 | 514 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $189,200 | 2,118 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||