Bleakley Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
15,065
-7,825
-34% -$605K 0.03% 371
2025
Q1
$1.75M Buy
22,890
+5,019
+28% +$384K 0.06% 258
2024
Q4
$1.34M Buy
17,871
+868
+5% +$64.9K 0.04% 342
2024
Q3
$1.33M Buy
17,003
+189
+1% +$14.8K 0.04% 337
2024
Q2
$1.26M Sell
16,814
-1,923
-10% -$144K 0.04% 370
2024
Q1
$1.41M Sell
18,737
-10,030
-35% -$756K 0.04% 358
2023
Q4
$2.2M Buy
28,767
+19,450
+209% +$1.49M 0.07% 262
2023
Q3
$674K Sell
9,317
-31,968
-77% -$2.31M 0.02% 481
2023
Q2
$3.11M Buy
41,285
+32,533
+372% +$2.45M 0.1% 189
2023
Q1
$672K Sell
8,752
-211
-2% -$16.2K 0.02% 495
2022
Q4
$666K Buy
+8,963
New +$666K 0.02% 469