HighTower Advisors’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 | $40.5M | Buy |
523,311
+5,734
| +1% | +$443K | 0.05% | 377 |
|
|
2025
Q1 | $39.6M | Buy |
517,577
+76,733
| +17% | +$5.88M | 0.05% | 352 |
|
|
2024
Q4 | $32.9M | Buy |
440,844
+21,736
| +5% | +$1.62M | 0.05% | 378 |
|
|
2024
Q3 | $32.9M | Buy |
419,108
+29,605
| +8% | +$2.32M | 0.05% | 383 |
|
|
2024
Q2 | $29.2M | Buy |
389,503
+101,929
| +35% | +$7.63M | 0.05% | 393 |
|
|
2024
Q1 | $21.7M | Sell |
287,574
-8,952
| -3% | -$676K | 0.04% | 451 |
|
|
2023
Q4 | $22.7M | Buy |
296,526
+21,887
| +8% | +$1.67M | 0.04% | 438 |
|
|
2023
Q3 | $19.9M | Sell |
274,639
-221,826
| -45% | -$16M | 0.04% | 444 |
|
|
2023
Q2 | $37.4M | Sell |
496,465
-31,520
| -6% | -$2.37M | 0.07% | 262 |
|
|
2023
Q1 | $40.5M | Buy |
527,985
+13,409
| +3% | +$1.03M | 0.09% | 244 |
|
|
2022
Q4 | $38.2M | Buy |
514,576
+301,572
| +142% | +$22.4M | 0.09% | 247 |
|
|
2022
Q3 | $15.6M | Sell |
213,004
-2,778
| -1% | -$204K | 0.04% | 410 |
|
|
2022
Q2 | $16.8M | Buy |
215,782
+848
| +0.4% | +$65.8K | 0.04% | 399 |
|
|
2022
Q1 | $17.6M | Sell |
214,934
-19,563
| -8% | -$1.6M | 0.04% | 421 |
|
|
2021
Q4 | $20.6M | Buy |
234,497
+1,324
| +0.6% | +$116K | 0.05% | 377 |
|
|
2021
Q3 | $20.9M | Buy |
233,173
+15,521
| +7% | +$1.39M | 0.06% | 333 |
|
|
2021
Q2 | $19.6M | Sell |
217,652
-81,641
| -27% | -$7.34M | 0.06% | 317 |
|
|
2021
Q1 | $26.5M | Buy |
+299,293
| New | +$26.5M | 0.08% | 252 |
|
|
2020
Q4 | – | Sell |
-312,423
| Closed | -$29.2M | – | 2396 |
|
|
2020
Q3 | $29.2M | Buy |
312,423
+50,222
| +19% | +$4.69M | 0.14% | 153 |
|
|
2020
Q2 | $24.4M | Buy |
262,201
+19,145
| +8% | +$1.78M | 0.13% | 165 |
|
|
2020
Q1 | $21.7M | Buy |
243,056
+31,671
| +15% | +$2.83M | 0.14% | 150 |
|
|
2019
Q4 | $18.4M | Buy |
211,385
+38,759
| +22% | +$3.38M | 0.11% | 205 |
|
|
2019
Q3 | $15.2M | Buy |
172,626
+133,438
| +341% | +$11.7M | 0.08% | 247 |
|
|
2019
Q2 | $3.39M | Buy |
39,188
+4,587
| +13% | +$397K | 0.02% | 704 |
|
|
2019
Q1 | $2.9M | Buy |
34,601
+2,714
| +9% | +$227K | 0.02% | 713 |
|
|
2018
Q4 | $2.59M | Sell |
31,887
-7,198
| -18% | -$584K | 0.02% | 662 |
|
|
2018
Q3 | $3.15M | Buy |
39,085
+9,345
| +31% | +$754K | 0.02% | 673 |
|
|
2018
Q2 | $2.41M | Sell |
29,740
-1,330
| -4% | -$108K | 0.02% | 775 |
|
|
2018
Q1 | $2.54M | Buy |
31,070
+12,206
| +65% | +$999K | 0.02% | 724 |
|
|
2017
Q4 | $1.58M | Buy |
18,864
+471
| +3% | +$39.6K | 0.01% | 900 |
|
|
2017
Q3 | $1.56M | Sell |
18,393
-34,311
| -65% | -$2.91M | 0.01% | 918 |
|
|
2017
Q2 | $4.46M | Buy |
52,704
+4,049
| +8% | +$342K | 0.04% | 500 |
|
|
2017
Q1 | $4.07M | Buy |
48,655
+4,821
| +11% | +$404K | 0.04% | 498 |
|
|
2016
Q4 | $3.64M | Buy |
43,834
+26,203
| +149% | +$2.18M | 0.04% | 499 |
|
|
2016
Q3 | $1.54M | Buy |
17,631
+5,341
| +43% | +$468K | 0.02% | 750 |
|
|
2016
Q2 | $1.08M | Sell |
12,290
-10,766
| -47% | -$947K | 0.01% | 848 |
|
|
2016
Q1 | $1.98M | Sell |
23,056
-530,624
| -96% | -$45.6M | 0.01% | 680 |
|
|
2015
Q4 | $46M | Buy |
553,680
+531,608
| +2,409% | +$44.1M | 0.55% | 27 |
|
|
2015
Q3 | $1.86M | Buy |
22,072
+2,913
| +15% | +$246K | 0.02% | 642 |
|
|
2015
Q2 | $1.61M | Sell |
19,159
-1,486
| -7% | -$125K | 0.03% | 605 |
|
|
2015
Q1 | $1.78M | Buy |
20,645
+3,118
| +18% | +$269K | 0.03% | 621 |
|
|
2014
Q4 | $1.48M | Buy |
17,527
+2,402
| +16% | +$203K | 0.02% | 675 |
|
|
2014
Q3 | $1.27M | Buy |
15,125
+7,761
| +105% | +$654K | 0.02% | 689 |
|
|
2014
Q2 | $624K | Sell |
7,364
-366
| -5% | -$31K | 0.01% | 984 |
|
|
2014
Q1 | $644K | Sell |
7,730
-6,830
| -47% | -$569K | 0.01% | 895 |
|
|
2013
Q4 | $1.19M | Sell |
14,560
-33,466
| -70% | -$2.74M | 0.02% | 636 |
|
|
2013
Q3 | $4.01M | Buy |
48,026
+3,195
| +7% | +$267K | 0.1% | 228 |
|
|
2013
Q2 | $3.74M | Buy |
+44,831
| New | +$3.74M | 0.1% | 233 |
|