U.S. Capital Wealth Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1808915
AUSTIN, TX
Position in BIV
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,031,665
+$511,116 QoQ
Shares Held
13,367
+100.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | $1,031,665 | 13,367 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $520,549 | 6,684 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,450,776 | 31,384 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $419,801 | 5,428 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $416,234 | 5,436 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $374,845 | 5,016 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $209,091 | 2,668 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $201,167 | 2,668 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $204,469 | 2,677 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $382,953 | 5,296 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $264,508 | 3,516 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $353,694 | 4,609 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $998,489 | 13,435 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $984,117 | 13,393 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,069,628 | 13,775 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,122,439 | 13,705 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,199,430 | 13,689 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,219,961 | 13,640 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||