Clarity Wealth Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1767384
SAN JOSE, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,333,651
+$817,982 QoQ
Shares Held
146,847
+8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,333,651 | 146,847 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,515,669 | 135,024 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,903,118 | 114,011 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,459,365 | 96,449 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,030,580 | 91,819 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,492,318 | 86,877 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,513,251 | 70,349 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,581,988 | 47,830 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,357,335 | 44,527 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,462,567 | 32,241 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||