CREATIVE FINANCIAL DESIGNS INC /ADV
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 819864
KOKOMO, IN
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$664,211
+$14,147 QoQ
Shares Held
8,606
+3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $664,211 | 8,606 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $650,064 | 8,347 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $603,323 | 7,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $495,362 | 6,405 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $644,489 | 8,417 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $647,610 | 8,666 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $693,496 | 8,849 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $11,889,835 | 158,764 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,504,381 | 152,578 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,509,014 | 150,681 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,691,250 | 147,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,589,525 | 140,762 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,389,759 | 44,172 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,095,056 | 41,645 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $302,149 | 4,112 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $319,296 | 4,112 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,845,283 | 83,581 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $6,937,313 | 79,175 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,386,373 | 71,404 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $13,167,175 | 146,367 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $20,358,211 | 229,440 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $17,872,789 | 192,491 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $16,885,479 | 180,632 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $13,072,693 | 140,280 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,220,473 | 125,607 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||