Cerro Pacific Wealth Advisors LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1842669
San Luis Obispo, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$348,390
-$3,160 QoQ
Shares Held
4,514
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,390 | 4,514 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $351,550 | 4,514 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $352,498 | 4,514 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||