Cresset Asset Management’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 | $1.12M | Sell |
14,522
-1,121
| -7% | -$86.7K | ﹤0.01% | 734 |
|
|
2025
Q1 | $1.2M | Buy |
15,643
+12,676
| +427% | +$971K | 0.01% | 700 |
|
|
2024
Q4 | $222K | Sell |
2,967
-13
| -0.4% | -$971 | ﹤0.01% | 1490 |
|
|
2024
Q3 | $234K | Buy |
+2,980
| New | +$234K | ﹤0.01% | 1891 |
|
|
2024
Q2 | – | Sell |
-7,768
| Closed | -$586K | – | 1994 |
|
|
2024
Q1 | $586K | Buy |
7,768
+2,696
| +53% | +$203K | ﹤0.01% | 1247 |
|
|
2023
Q4 | $387K | Buy |
+5,072
| New | +$387K | ﹤0.01% | 1339 |
|
|
2023
Q3 | – | Sell |
-7,607
| Closed | -$572K | – | 1766 |
|
|
2023
Q2 | $572K | Buy |
7,607
+2,534
| +50% | +$191K | ﹤0.01% | 1077 |
|
|
2023
Q1 | $389K | Buy |
+5,073
| New | +$389K | 0.01% | 551 |
|
|
2022
Q3 | – | Sell |
-5,465
| Closed | -$424K | – | 890 |
|
|
2022
Q2 | $424K | Buy |
+5,465
| New | +$424K | 0.01% | 611 |
|