GFG
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Goldstone Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Goldstone Financial Group’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,489
Closed -$560K – 205
2024
Q4 		$560K Sell
7,489
-145,035
-95% -$11M 0.09% 117
2024
Q3 		$12M Buy
152,524
+18,696
+14% +$1.44M 2.08% 12
2024
Q2 		$10M Sell
133,828
-5,657
-4% -$420K 2.01% 13
2024
Q1 		$10.5M Buy
139,485
+5,989
+4% +$451K 2.41% 9
2023
Q4 		$10.2M Buy
133,496
+37,714
+39% +$2.76M 2.63% 9
2023
Q3 		$6.93M Buy
95,782
+2,883
+3% +$213K 2.05% 13
2023
Q2 		$6.99M Buy
+92,899
New +$7.08M 2.06% 12

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Bank of America
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Morgan Stanley
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BCMIO
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EWA
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TLFA
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