Atria Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Atria Investments’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.6M	Buy	163,637 +6,112	+4%	+$476K	0.14%	144
2025 Q4	$12.3M	Sell	157,525 -5,379	-3%	-$421K	0.14%	146
2025 Q3	$12.7M	Sell	162,904 -2,955	-2%	-$229K	0.15%	140
2025 Q2	$12.8M	Buy	165,859 +43,080	+35%	+$3.28M	0.15%	137
2025 Q1	$9.4M	Sell	122,779 -34,884	-22%	-$2.63M	0.12%	195
2024 Q4	$11.8M	Sell	157,663 -10,942	-6%	-$832K	0.15%	160
2024 Q3	$13.2M	Sell	168,605 -22,006	-12%	-$1.7M	0.16%	135
2024 Q2	$14.3M	Sell	190,611 -5,440	-3%	-$404K	0.18%	118
2024 Q1	$14.8M	Sell	196,051 -89,391	-31%	-$6.74M	0.2%	106
2023 Q4	$21.8M	Buy	285,442 +142,856	+100%	+$10.5M	0.34%	59
2023 Q3	$10.3M	Sell	142,586 -25,380	-15%	-$1.88M	0.18%	125
2023 Q2	$12.6M	Buy	167,966 +75,371	+81%	+$5.74M	0.23%	92
2023 Q1	$7.11M	Sell	92,595 -4,401	-5%	-$333K	0.13%	181
2022 Q4	$7.21M	Buy	96,996 +2,658	+3%	+$197K	0.15%	175
2022 Q3	$6.93M	Sell	94,338 -33,316	-26%	-$2.58M	0.15%	164
2022 Q2	$9.91M	Sell	127,654 -111,076	-47%	-$8.71M	0.21%	108
2022 Q1	$19.6M	Buy	238,730 +31,999	+15%	+$2.7M	0.34%	56
2021 Q4	$18.1M	Buy	206,731 +24,583	+13%	+$2.18M	0.32%	64
2021 Q3	$16.3M	Buy	182,148 +41,145	+29%	+$3.73M	0.29%	68
2021 Q2	$12.7M	Buy	141,003 +39,542	+39%	+$3.53M	0.24%	93
2021 Q1	$9M	Buy	101,461 +9,211	+10%	+$836K	0.2%	118
2020 Q4	$8.56M	Buy	92,250 +5,423	+6%	+$505K	0.21%	120
2020 Q3	$8.12M	Buy	86,827 +11,649	+15%	+$1.09M	0.25%	97
2020 Q2	$7.01M	Buy	+75,178	New	+$6.88M	0.24%	102
2020 Q1	–	Sell	-61,026	Closed	-$5.32M	–	615
2019 Q4	$5.32M	Buy	61,026 +4,977	+9%	+$436K	0.14%	155
2019 Q3	$4.93M	Buy	56,049 +5,463	+11%	+$477K	0.18%	118
2019 Q2	$4.45M	Buy	50,586 +848	+2%	+$71.6K	0.17%	121
2019 Q1	$4.17M	Sell	49,738 -17,088	-26%	-$1.41M	0.18%	110
2018 Q4	$5.43M	Buy	66,826 +35,236	+112%	+$2.82M	0.24%	67
2018 Q3	$2.54M	Buy	31,590 +2,258	+8%	+$183K	0.1%	181
2018 Q2	$2.38M	Sell	29,332 -13,355	-31%	-$1.08M	0.1%	196
2018 Q1	$3.49M	Sell	42,687 -1,111	-3%	-$91.1K	0.17%	116
2017 Q4	$3.67M	Sell	43,798 -8,542	-16%	-$720K	0.18%	107
2017 Q3	$4.43M	Buy	52,340 +16,599	+46%	+$1.41M	0.24%	74
2017 Q2	$3.02M	Sell	35,741 -21,438	-37%	-$1.81M	0.18%	102
2017 Q1	$4.78M	Sell	57,179 -17,245	-23%	-$1.44M	0.31%	61
2016 Q4	$6.18M	Buy	74,424 +7,924	+12%	+$673K	0.47%	34
2016 Q3	$5.83M	Buy	66,500 +41,470	+166%	+$3.64M	0.54%	30
2016 Q2	$2.21M	Buy	25,030 +11,357	+83%	+$982K	0.24%	63
2016 Q1	$1.18M	Buy	13,673 +1,532	+13%	+$130K	0.13%	122
2015 Q4	$1.02M	Buy	+12,141	New	+$1.02M	0.11%	134