CMBA
C.M. Bidwell & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.9M | Sell |
37,857
-7,947
| -17% | -$609K | 1.74% | 15 |
|
|
2024
Q4 | $3.42M | Sell |
45,804
-6,979
| -13% | -$522K | 2.08% | 12 |
|
|
2024
Q3 | $4.14M | Buy |
52,783
+30,125
| +133% | +$2.36M | 2.53% | 8 |
|
|
2024
Q2 | $1.7M | Buy |
22,658
+254
| +1% | +$19K | 1.14% | 21 |
|
|
2024
Q1 | $1.69M | Buy |
22,404
+13,991
| +166% | +$1.05M | 1.15% | 19 |
|
|
2023
Q4 | $643K | Buy |
8,413
+3,754
| +81% | +$287K | 0.48% | 41 |
|
|
2023
Q3 | $337K | Sell |
4,659
-63
| -1% | -$4.56K | 0.26% | 63 |
|
|
2023
Q2 | $355K | Buy |
4,722
+847
| +22% | +$63.7K | 0.26% | 65 |
|
|
2023
Q1 | $297K | Buy |
3,875
+729
| +23% | +$55.9K | 0.23% | 75 |
|
|
2022
Q4 | $234K | Sell |
3,146
-660
| -17% | -$49.1K | 0.18% | 98 |
|
|
2022
Q3 | $280K | Sell |
3,806
-713
| -16% | -$52.5K | 0.23% | 74 |
|
|
2022
Q2 | $351K | Sell |
4,519
-1,683
| -27% | -$131K | 0.28% | 57 |
|
|
2022
Q1 | $508K | Sell |
6,202
-1,951
| -24% | -$160K | 0.33% | 49 |
|
|
2021
Q4 | $714K | Buy |
8,153
+149
| +2% | +$13K | 0.44% | 37 |
|
|
2021
Q3 | $716K | Sell |
8,004
-698
| -8% | -$62.4K | 0.48% | 37 |
|
|
2021
Q2 | $783K | Buy |
8,702
+3,296
| +61% | +$297K | 0.51% | 34 |
|
|
2021
Q1 | $480K | Sell |
5,406
-561
| -9% | -$49.8K | 0.35% | 40 |
|
|
2020
Q4 | $554K | Hold |
5,967
| – | – | 0.45% | 36 |
|
|
2020
Q3 | $558K | Sell |
5,967
-135
| -2% | -$12.6K | 0.51% | 34 |
|
|
2020
Q2 | $569K | Sell |
6,102
-338
| -5% | -$31.5K | 0.52% | 34 |
|
|
2020
Q1 | $575K | Buy |
6,440
+35
| +0.5% | +$3.13K | 0.61% | 35 |
|
|
2019
Q4 | $559K | Buy |
6,405
+2,260
| +55% | +$197K | 0.51% | 48 |
|
|
2019
Q3 | $365K | Buy |
4,145
+1,630
| +65% | +$144K | 0.36% | 79 |
|
|
2019
Q2 | $218K | Hold |
2,515
| – | – | 0.22% | 120 |
|
|
2019
Q1 | $211K | Sell |
2,515
-90
| -3% | -$7.55K | 0.21% | 126 |
|
|
2018
Q4 | $212K | Sell |
2,605
-1,980
| -43% | -$161K | 0.23% | 117 |
|
|
2018
Q3 | $369K | Sell |
4,585
-1,050
| -19% | -$84.5K | 0.35% | 79 |
|
|
2018
Q2 | $456K | Sell |
5,635
-3,355
| -37% | -$271K | 0.42% | 66 |
|
|
2018
Q1 | $735K | Sell |
8,990
-3,620
| -29% | -$296K | 0.67% | 35 |
|
|
2017
Q4 | $1.06M | Buy |
+12,610
| New | +$1.06M | 0.91% | 22 |
|