CFS Investment Advisory Services, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1845688
TOTOWA, NJ
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$864,570
+$28,451 QoQ
Shares Held
11,202
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $864,570 | 11,202 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $836,119 | 10,736 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $865,940 | 11,089 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $976,958 | 12,632 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,176,498 | 15,365 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $760,900 | 10,182 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $457,602 | 5,839 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $430,542 | 5,749 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $499,075 | 6,634 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $4,000 | 348,321 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||