Kondo Wealth Advisors, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2070929
PASADENA, CA
Position in BIV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$902,311
+$461 QoQ
Shares Held
11,691
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,311 | 11,691 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $901,850 | 11,580 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $993,617 | 12,724 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $958,551 | 12,394 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $944,720 | 12,338 | Shares | Sole | 2025-06-11 | |
| 2024-12-31 | $897,806 | 12,014 | Shares | Sole | 2025-06-11 | |
| No filing history on record for this holder in this stock. | ||||||