Crestwood Advisors 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
2025
Q2
$284K Hold
2025
Q1
$281K Hold
2024
Q4
$275K Buy
2022
Q1
Sell
2021
Q4
$395K Hold
2021
Q3
$403K Hold
2021
Q2
$406K Hold
2021
Q1
$400K Buy
2017
Q2
Sell
2017
Q1
$14K Buy