Octavia Wealth Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1841259
CINCINNATI, OH
Position in BIV
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$265,190
+$56,550 QoQ
Shares Held
3,436
+28.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,190 | 3,436 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $208,640 | 2,679 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $209,203 | 2,679 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $207,193 | 2,679 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $205,131 | 2,679 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $200,201 | 2,679 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $209,953 | 2,679 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $200,630 | 2,679 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $201,996 | 2,679 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $204,622 | 2,679 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $201,541 | 2,679 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||