Cornerstone Planning Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.9M	Buy	585,094 +54,153	+10%	+$4.22M	5.99%	4
2025 Q4	$41.3M	Buy	530,941 +530,863	+680,594%	+$41.5M	6.44%	4
2025 Q3	$6.67K	Sell	78 -511,242	-100%	-$39.6M	﹤0.01%	874
2025 Q2	$39.6M	Buy	511,320 +34,964	+7%	+$2.66M	8.08%	3
2025 Q1	$36.1M	Buy	476,356 +18,263	+4%	+$1.38M	8.64%	3
2024 Q4	$34.5M	Buy	458,093 +262,804	+135%	+$20M	8.46%	3
2024 Q3	$14.9M	Buy	195,289 +12,890	+7%	+$994K	3.93%	6
2024 Q2	$14.1M	Buy	182,399 +11,059	+6%	+$822K	4.05%	6
2024 Q1	$12.7M	Buy	171,340 +10,606	+7%	+$799K	3.95%	6
2023 Q4	$12.3M	Buy	160,734 +13,425	+9%	+$983K	4.05%	6
2023 Q3	$10.7M	Buy	147,309 +16,094	+12%	+$1.19M	4.06%	6
2023 Q2	$9.87M	Buy	+131,215	New	+$9.99M	3.9%	6
2022 Q4	$7.72M	Buy	+100,025	New	+$7.41M	3.23%	6