Capital Advisors Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1824700
YAKIMA, WA
Position in BIV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$462,308
-$1,545 QoQ
Shares Held
5,990
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,308 | 5,990 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $463,853 | 5,956 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $366,710 | 4,696 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $307,967 | 3,982 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $301,838 | 3,942 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $293,464 | 3,927 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $257,288 | 3,283 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $296,489 | 3,959 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $295,718 | 3,922 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||