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CWA Asset Management Group’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
$651K Sell
8,420
-2
-0% -$155 0.03% 411
2025
Q1
$645K Sell
8,422
-4
-0% -$306 0.03% 383
2024
Q4
$630K Sell
8,426
-4
-0% -$299 0.03% 344
2024
Q3
$661K Buy
+8,430
New +$661K 0.04% 319
2024
Q1
$648K Buy
8,593
+909
+12% +$68.5K 0.04% 286
2023
Q4
$587K Sell
7,684
-311
-4% -$23.8K 0.04% 232
2023
Q3
$578K Sell
7,995
-592
-7% -$42.8K 0.04% 195
2023
Q2
$646K Buy
8,587
+73
+0.9% +$5.49K 0.04% 170
2023
Q1
$653K Sell
8,514
-408
-5% -$31.3K 0.05% 163
2022
Q4
$663K Buy
8,922
+97
+1% +$7.21K 0.05% 166
2022
Q3
$648K Sell
8,825
-2,349
-21% -$172K 0.06% 149
2022
Q2
$868K Buy
11,174
+1,098
+11% +$85.3K 0.08% 132
2022
Q1
$825K Buy
10,076
+535
+6% +$43.8K 0.06% 140
2021
Q4
$836K Sell
9,541
-68
-0.7% -$5.96K 0.06% 141
2021
Q3
$859K Buy
9,609
+286
+3% +$25.6K 0.07% 139
2021
Q2
$837K Sell
9,323
-346
-4% -$31.1K 0.07% 137
2021
Q1
$858K Sell
9,669
-5,082
-34% -$451K 0.08% 134
2020
Q4
$1.37M Buy
14,751
+11,647
+375% +$1.08M 0.14% 107
2020
Q3
$290K Buy
+3,104
New +$290K 0.04% 174
2018
Q1
Sell
-2,547
Closed -$214K 193
2017
Q4
$214K Hold
2,547
0.06% 160
2017
Q3
$216K Buy
+2,547
New +$216K 0.06% 153