Carter Financial, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2115533
LA JOLLA, CA
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$329,349
-$2,061 QoQ
Shares Held
4,294
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#185
of 252 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,349 | 4,294 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $331,410 | 4,294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $334,416 | 4,294 | Shares | Sole | 2026-03-17 | |
| No filing history on record for this holder in this stock. | ||||||