CIAS
CFS Investment Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Sell |
12,632
-2,733
| -18% | -$211K | 0.08% | 175 |
|
|
2025
Q1 | $1.18M | Buy |
15,365
+5,183
| +51% | +$397K | 0.1% | 155 |
|
|
2024
Q4 | $761K | Buy |
10,182
+4,343
| +74% | +$325K | 0.07% | 178 |
|
|
2024
Q3 | $458K | Buy |
5,839
+90
| +2% | +$7.06K | 0.04% | 210 |
|
|
2024
Q2 | $431K | Buy |
+5,749
| New | +$431K | 0.03% | 189 |
|
|
2023
Q3 | – | Sell |
-6,634
| Closed | -$499K | – | 163 |
|
|
2023
Q2 | $499K | Buy |
+6,634
| New | +$499K | 0.06% | 162 |
|
|
2022
Q2 | – | Sell |
-348,321
| Closed | -$4K | – | 243 |
|
|
2022
Q1 | $4K | Buy |
+348,321
| New | +$4K | 0.02% | 217 |
|