Bartlett & Co Wealth Management’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 | $18.8M | Buy |
245,466
+75,498
| +44% | +$5.88M | 0.24% | 76 |
|
|
2025
Q4 | $13.2M | Buy |
169,968
+27,034
| +19% | +$2.11M | 0.17% | 91 |
|
|
2025
Q3 | $11.2M | Buy |
142,934
+141,344
| +8,890% | +$10.9M | 0.15% | 105 |
|
|
2025
Q2 | $123K | Hold |
1,590
| – | – | ﹤0.01% | 509 |
|
|
2025
Q1 | $122K | Sell |
1,590
-50
| -3% | -$3.77K | ﹤0.01% | 515 |
|
|
2024
Q4 | $123K | Sell |
1,640
-25
| -2% | -$1.9K | ﹤0.01% | 511 |
|
|
2024
Q3 | $130K | Buy |
1,665
+65
| +4% | +$5.01K | ﹤0.01% | 503 |
|
|
2024
Q2 | $120K | Hold |
1,600
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $121K | Buy |
1,600
+15
| +0.9% | +$1.13K | ﹤0.01% | 522 |
|
|
2023
Q4 | $121K | Buy |
1,585
+60
| +4% | +$4.39K | ﹤0.01% | 550 |
|
|
2023
Q3 | $110K | Hold |
1,525
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $115K | Buy |
1,525
+1,000
| +190% | +$76.2K | ﹤0.01% | 527 |
|
|
2023
Q1 | $40.3K | Hold |
525
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $39K | Hold |
525
| – | – | ﹤0.01% | 612 |
|
|
2022
Q3 | $38.6K | Hold |
525
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $40.8K | Hold |
525
| – | – | ﹤0.01% | 604 |
|
|
2022
Q1 | $43K | Buy |
+525
| New | +$44.3K | ﹤0.01% | 607 |
|
|
2021
Q4 | – | Sell |
-1,595
| Closed | -$143K | – | 458 |
|
|
2021
Q3 | $143K | Buy |
1,595
+6
| +0.4% | +$543 | ﹤0.01% | 364 |
|
|
2021
Q2 | $143K | Buy |
1,589
+64
| +4% | +$5.72K | ﹤0.01% | 359 |
|
|
2021
Q1 | $135K | Hold |
1,525
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $142K | Hold |
1,525
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $143K | Buy |
1,525
+745
| +96% | +$69.8K | ﹤0.01% | 339 |
|
|
2020
Q2 | $72.7K | Sell |
780
-200
| -20% | -$18.3K | ﹤0.01% | 433 |
|
|
2020
Q1 | $87.5K | Buy |
+980
| New | +$86.9K | ﹤0.01% | 378 |
|
Other funds holding BIV
EWA
TLFA
