CIA
Concurrent Investment Advisors’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 | $4.87M | Buy |
63,006
+10,195
| +19% | +$788K | 0.09% | 227 |
|
|
2025
Q1 | $4.04M | Buy |
52,811
+8,601
| +19% | +$659K | 0.1% | 224 |
|
|
2024
Q4 | $3.3M | Sell |
44,210
-1,688
| -4% | -$126K | 0.09% | 223 |
|
|
2024
Q3 | $3.6M | Buy |
45,898
+548
| +1% | +$42.9K | 0.11% | 200 |
|
|
2024
Q2 | $3.4M | Buy |
45,350
+3,035
| +7% | +$227K | 0.11% | 185 |
|
|
2024
Q1 | $3.19M | Buy |
42,315
+6,582
| +18% | +$496K | 0.13% | 172 |
|
|
2023
Q4 | $2.73M | Buy |
+35,733
| New | +$2.73M | 0.13% | 171 |
|