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 |
|