Envestnet Portfolio Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169M Sell
2,190,464
-148,086
-6% -$11.5M 0.62% 33
2025
Q1
$179M Buy
2,338,550
+98,543
+4% +$7.55M 0.69% 28
2024
Q4
$167M Buy
2,240,007
+85,134
+4% +$6.36M 0.55% 38
2024
Q3
$169M Buy
2,154,873
+38,555
+2% +$3.02M 0.55% 37
2024
Q2
$158M Sell
2,116,318
-12,101
-0.6% -$906K 0.55% 38
2024
Q1
$160M Sell
2,128,419
-43,272
-2% -$3.26M 0.6% 37
2023
Q4
$166M Buy
2,171,691
+4,623
+0.2% +$353K 0.69% 31
2023
Q3
$157M Buy
+2,167,068
New +$157M 0.74% 30