Allworth Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.4M | Buy |
187,022
+2,313
| +1% | +$180K | 0.06% | 197 |
|
|
2025
Q4 | $14.4M | Buy |
184,709
+5,354
| +3% | +$419K | 0.06% | 182 |
|
|
2025
Q3 | $14M | Buy |
179,355
+411
| +0.2% | +$31.8K | 0.06% | 163 |
|
|
2025
Q2 | $13.8M | Sell |
178,944
-5,905
| -3% | -$450K | 0.07% | 161 |
|
|
2025
Q1 | $14.1M | Buy |
184,849
+1,101
| +0.6% | +$83.1K | 0.08% | 145 |
|
|
2024
Q4 | $13.7M | Buy |
183,748
+77,539
| +73% | +$5.9M | 0.08% | 137 |
|
|
2024
Q3 | $8.32M | Sell |
106,209
-1,541
| -1% | -$119K | 0.05% | 156 |
|
|
2024
Q2 | $8.15M | Sell |
107,750
-3,988
| -4% | -$296K | 0.05% | 154 |
|
|
2024
Q1 | $8.43M | Sell |
111,738
-4,225
| -4% | -$318K | 0.06% | 127 |
|
|
2023
Q4 | $8.86M | Buy |
115,963
+106,047
| +1,069% | +$7.77M | 0.07% | 120 |
|
|
2023
Q3 | $717K | Sell |
9,916
-2,765
| -22% | -$205K | 0.01% | 420 |
|
|
2023
Q2 | $954K | Sell |
12,681
-1,775
| -12% | -$135K | 0.01% | 387 |
|
|
2023
Q1 | $1.11M | Sell |
14,456
-4,626
| -24% | -$350K | 0.01% | 343 |
|
|
2022
Q4 | $1.42M | Sell |
19,082
-10,438
| -35% | -$773K | 0.02% | 300 |
|
|
2022
Q3 | $2.17M | Sell |
29,520
-263,447
| -90% | -$20.4M | 0.03% | 220 |
|
|
2022
Q2 | $22.7M | Buy |
292,967
+28,389
| +11% | +$2.23M | 0.31% | 49 |
|
|
2022
Q1 | $21.7M | Sell |
264,578
-186,155
| -41% | -$15.7M | 0.28% | 55 |
|
|
2021
Q4 | $39.5M | Sell |
450,733
-40,843
| -8% | -$3.62M | 0.56% | 27 |
|
|
2021
Q3 | $44M | Buy |
491,576
+102,399
| +26% | +$9.27M | 0.73% | 21 |
|
|
2021
Q2 | $35M | Buy |
389,177
+16,662
| +4% | +$1.49M | 0.65% | 23 |
|
|
2021
Q1 | $33.1M | Buy |
372,515
+372,429
| +433,057% | +$33.8M | 0.68% | 21 |
|
|
2020
Q4 | $8K | Sell |
86
-1,334
| -94% | -$124K | ﹤0.01% | 876 |
|
|
2020
Q3 | $133K | Buy |
1,420
+1,367
| +2,579% | +$128K | ﹤0.01% | 289 |
|
|
2020
Q2 | $5K | Sell |
53
-41,706
| -100% | -$3.82M | ﹤0.01% | 854 |
|
|
2020
Q1 | $3.73M | Buy |
41,759
+41,706
| +78,691% | +$3.7M | 0.12% | 57 |
|
|
2019
Q4 | $5K | Buy |
53
+19
| +56% | +$1.66K | ﹤0.01% | 755 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 749 |
|
|
2019
Q2 | $3K | Buy |
+34
| New | +$2.87K | ﹤0.01% | 735 |
|
|
2018
Q4 | – | Sell |
-233
| Closed | -$19K | – | 862 |
|
|
2018
Q3 | $19K | Buy |
233
+159
| +215% | +$12.9K | ﹤0.01% | 437 |
|
|
2018
Q2 | $6K | Sell |
74
-293
| -80% | -$23.7K | ﹤0.01% | 586 |
|
|
2018
Q1 | $30K | Buy |
+367
| New | +$30.1K | ﹤0.01% | 310 |
|
|
2017
Q4 | – | Sell |
-70
| Closed | -$6K | – | 735 |
|
|
2017
Q3 | $6K | Buy |
+70
| New | +$5.94K | ﹤0.01% | 533 |
|
|
2016
Q4 | – | Sell |
-55
| Closed | -$5K | – | 674 |
|
|
2016
Q3 | $5K | Buy |
+55
| New | +$4.83K | ﹤0.01% | 490 |
|
Other funds holding BIV
EWA
TLFA
