ELEVATE WEALTH ADVISORY, INC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2011651
ATHENS, GA
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$218,901
-$1,370 QoQ
Shares Held
2,854
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#209
of 252 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,901 | 2,854 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $220,271 | 2,854 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $214,014 | 2,748 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $204,673 | 2,621 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $202,708 | 2,621 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $200,689 | 2,621 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $195,867 | 2,621 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $205,407 | 2,621 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||