San Luis Wealth Advisors LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1844709
SAN LUIS OBISPO, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$8,928,182
+$1,109,576 QoQ
Shares Held
115,680
+15.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
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 | $8,928,182 | 115,680 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,818,606 | 100,393 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,273,927 | 93,148 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $10,459,616 | 135,242 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,637,474 | 99,745 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $10,830,544 | 144,929 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,252,678 | 143,584 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $10,409,185 | 138,993 | Shares | Sole | 2024-07-12 | |
| 2022-03-31 | $296,723 | 3,623 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $362,589 | 4,054 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $2,583,551 | 27,825 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||