Clearstead Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 842775
CLEVELAND, OH
Position in BIV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$595,212
+$125,985 QoQ
Shares Held
7,712
+28.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,212 | 7,712 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $469,227 | 6,025 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $471,351 | 6,036 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $581,132 | 7,514 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $564,703 | 7,375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $251,167 | 3,361 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $260,815 | 3,328 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $247,436 | 3,304 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $15,691 | 217 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $16,324 | 217 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $16,652 | 217 | Shares | Sole | 2023-05-09 | |
| 2021-12-31 | $5,695 | 65 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,627 | 130 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,694 | 130 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,527 | 175 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $47,353 | 510 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $81,795 | 875 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $65,233 | 700 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $62,531 | 700 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||