Breakwater Investment Management’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
$503K Hold
6,501
0.19% 59
2025
Q1
$498K Hold
6,501
0.21% 56
2024
Q4
$486K Buy
6,501
+1,016
+19% +$75.9K 0.21% 57
2024
Q3
$430K Buy
+5,485
New +$430K 0.18% 60