Creative Planning’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 | $46.9M | Buy |
606,890
+104,469
| +21% | +$8.08M | 0.04% | 181 |
|
|
2025
Q1 | $38.5M | Buy |
502,421
+166,575
| +50% | +$12.8M | 0.04% | 207 |
|
|
2024
Q4 | $25.1M | Buy |
335,846
+289,862
| +630% | +$21.7M | 0.02% | 253 |
|
|
2024
Q3 | $3.6M | Sell |
45,984
-11,211
| -20% | -$879K | ﹤0.01% | 776 |
|
|
2024
Q2 | $4.28M | Sell |
57,195
-20,567
| -26% | -$1.54M | ﹤0.01% | 680 |
|
|
2024
Q1 | $5.86M | Buy |
77,762
+6,500
| +9% | +$490K | 0.01% | 557 |
|
|
2023
Q4 | $5.44M | Sell |
71,262
-3,243
| -4% | -$248K | 0.01% | 541 |
|
|
2023
Q3 | $5.39M | Buy |
74,505
+44,687
| +150% | +$3.23M | 0.01% | 509 |
|
|
2023
Q2 | $2.24M | Buy |
29,818
+3,154
| +12% | +$237K | ﹤0.01% | 763 |
|
|
2023
Q1 | $2.05M | Buy |
26,664
+6,378
| +31% | +$489K | ﹤0.01% | 764 |
|
|
2022
Q4 | $1.51M | Sell |
20,286
-7,549
| -27% | -$561K | ﹤0.01% | 844 |
|
|
2022
Q3 | $2.05M | Sell |
27,835
-283
| -1% | -$20.8K | ﹤0.01% | 692 |
|
|
2022
Q2 | $2.18M | Sell |
28,118
-6,856
| -20% | -$532K | ﹤0.01% | 689 |
|
|
2022
Q1 | $2.86M | Buy |
34,974
+198
| +0.6% | +$16.2K | ﹤0.01% | 612 |
|
|
2021
Q4 | $3.05M | Buy |
34,776
+3,129
| +10% | +$274K | ﹤0.01% | 564 |
|
|
2021
Q3 | $2.83M | Buy |
31,647
+616
| +2% | +$55.1K | 0.01% | 573 |
|
|
2021
Q2 | $2.79M | Sell |
31,031
-2,024
| -6% | -$182K | 0.01% | 564 |
|
|
2021
Q1 | $2.93M | Sell |
33,055
-4,049
| -11% | -$359K | 0.01% | 556 |
|
|
2020
Q4 | $3.45M | Buy |
37,104
+1,448
| +4% | +$134K | 0.01% | 466 |
|
|
2020
Q3 | $3.33M | Buy |
35,656
+15,476
| +77% | +$1.45M | 0.01% | 401 |
|
|
2020
Q2 | $1.88M | Sell |
20,180
-3,514
| -15% | -$328K | 0.01% | 511 |
|
|
2020
Q1 | $2.12M | Buy |
23,694
+663
| +3% | +$59.2K | 0.01% | 415 |
|
|
2019
Q4 | $2.01M | Buy |
23,031
+5,262
| +30% | +$459K | 0.01% | 513 |
|
|
2019
Q3 | $1.56M | Sell |
17,769
-4,279
| -19% | -$377K | 0.01% | 571 |
|
|
2019
Q2 | $1.91M | Buy |
22,048
+3,427
| +18% | +$296K | 0.01% | 511 |
|
|
2019
Q1 | $1.56M | Buy |
18,621
+2,310
| +14% | +$194K | 0.01% | 551 |
|
|
2018
Q4 | $1.33M | Sell |
16,311
-4,802
| -23% | -$390K | 0.01% | 551 |
|
|
2018
Q3 | $1.7M | Buy |
21,113
+2,104
| +11% | +$169K | 0.01% | 530 |
|
|
2018
Q2 | $1.54M | Sell |
19,009
-389
| -2% | -$31.5K | 0.01% | 539 |
|
|
2018
Q1 | $1.59M | Sell |
19,398
-1,521
| -7% | -$124K | 0.01% | 523 |
|
|
2017
Q4 | $1.75M | Buy |
20,919
+3,454
| +20% | +$290K | 0.01% | 495 |
|
|
2017
Q3 | $1.48M | Buy |
17,465
+956
| +6% | +$81K | 0.01% | 553 |
|
|
2017
Q2 | $1.4M | Sell |
16,509
-183
| -1% | -$15.5K | 0.01% | 553 |
|
|
2017
Q1 | $1.4M | Sell |
16,692
-2,883
| -15% | -$241K | 0.01% | 546 |
|
|
2016
Q4 | $1.63M | Sell |
19,575
-67
| -0.3% | -$5.57K | 0.01% | 463 |
|
|
2016
Q3 | $1.72M | Buy |
19,642
+7,185
| +58% | +$630K | 0.01% | 423 |
|
|
2016
Q2 | $1.1M | Sell |
12,457
-657
| -5% | -$57.9K | 0.01% | 495 |
|
|
2016
Q1 | $1.13M | Buy |
13,114
+2,667
| +26% | +$230K | 0.01% | 461 |
|
|
2015
Q4 | $868K | Buy |
10,447
+2,094
| +25% | +$174K | 0.01% | 547 |
|
|
2015
Q3 | $709K | Buy |
+8,353
| New | +$709K | 0.01% | 593 |
|
|
2015
Q2 | – | Sell |
-8,727
| Closed | -$752K | – | 1254 |
|
|
2015
Q1 | $752K | Sell |
8,727
-1,625
| -16% | -$140K | 0.01% | 562 |
|
|
2014
Q4 | $877K | Buy |
10,352
+678
| +7% | +$57.4K | 0.01% | 496 |
|
|
2014
Q3 | $815K | Sell |
9,674
-93
| -1% | -$7.84K | 0.01% | 474 |
|
|
2014
Q2 | $827K | Sell |
9,767
-1,183
| -11% | -$100K | 0.01% | 447 |
|
|
2014
Q1 | $913K | Buy |
10,950
+274
| +3% | +$22.8K | 0.01% | 397 |
|
|
2013
Q4 | $872K | Sell |
10,676
-7,207
| -40% | -$589K | 0.01% | 344 |
|
|
2013
Q3 | $1.49M | Buy |
17,883
+3,927
| +28% | +$328K | 0.03% | 192 |
|
|
2013
Q2 | $1.17M | Buy |
+13,956
| New | +$1.17M | 0.03% | 204 |
|