Carmel Capital Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1900481
SAN DIEGO, CA
Position in BIV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$888,110
-$5,173 QoQ
Shares Held
11,507
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $888,110 | 11,507 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $893,283 | 11,470 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $908,889 | 11,639 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $904,104 | 11,690 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||