Elios Financial Group’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
$768K Sell
9,926
-317
-3% -$24.5K 0.35% 63
2025
Q1
$784K Sell
10,243
-584
-5% -$44.7K 0.39% 56
2024
Q4
$809K Buy
10,827
+83
+0.8% +$6.2K 0.38% 54
2024
Q3
$842K Buy
+10,744
New +$842K 0.39% 56