SOA Wealth Advisors, LLC.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1849444
NEW YORK, NY
Position in BIV
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$139,850
-$1,268 QoQ
Shares Held
1,812
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,850 | 1,812 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $141,118 | 1,812 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $141,499 | 1,812 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $140,140 | 1,812 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $168,913 | 2,206 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $164,854 | 2,206 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $80,172 | 1,023 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $76,612 | 1,023 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $137,755 | 1,827 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $139,240 | 1,823 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,580 | 91 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,845 | 91 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $6,983 | 91 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,276 | 71 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,686 | 91 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $7,066 | 91 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,452 | 91 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $7,973 | 91 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $8,139 | 91 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,186 | 91 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,074 | 91 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $11,791 | 127 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||