TrueWealth Advisors, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1817714 BIRMINGHAM, AL

Position in BIV

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$211,550

-$19,597 QoQ

Shares Held

2,741

-7.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$211,550	2,741	-7.6%	Shares	Sole	2026-04-09
2025-12-31	$231,147	2,968	-9.4%	Shares	Sole	2026-01-07
2025-09-30	$255,744	3,275	-0.4%	Shares	Sole	2025-10-15
2025-06-30	$254,293	3,288	-1.3%	Shares	Sole	2025-07-03
2025-03-31	$254,978	3,330	-9.6%	Shares	Sole	2025-04-10
2024-12-31	$275,305	3,684	+3.3%	Shares	Sole	2025-01-15
2024-09-30	$279,545	3,567	-17.1%	Shares	Sole	2024-10-29
2024-06-30	$322,326	4,304	+12.7%	Shares	Sole	2024-07-24
2024-03-31	$288,028	3,820	-3.8%	Shares	Sole	2024-04-23
2023-12-31	$303,228	3,970	-1.3%	Shares	Sole	2024-02-08
2023-09-30	$290,975	4,024	-1.2%	Shares	Sole	2023-11-07
2023-06-30	$306,336	4,072	-4.3%	Shares	Sole	2023-07-31
2023-03-31	$326,528	4,255	-5.6%	Shares	Sole	2023-04-19
2022-12-31	$334,885	4,506	-14.2%	Shares	Sole	2023-01-23
2022-09-30	$385,770	5,250	-3.0%	Shares	Sole	2022-10-21
2022-06-30	$420,086	5,410	-6.4%	Shares	Sole	2022-07-27
2022-03-31	$473,218	5,778	0.0%	Shares	Sole	2022-05-05
2021-12-31	$506,268	5,778	+16.1%	Shares	Sole	2022-02-02
2021-09-30	$445,232	4,978	-14.9%	Shares	Sole	2021-10-25
2021-06-30	$526,086	5,848	+3.9%	Shares	Sole	2021-07-23
2021-03-31	$499,372	5,628	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.