IWA
IBEX Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-342
| Closed | -$31K | – | 213 |
|
|
2021
Q3 | $31K | Buy |
+342
| New | +$31K | 0.01% | 292 |
|
|
2021
Q2 | – | Sell |
-29,029
| Closed | -$2.58M | – | 184 |
|
|
2021
Q1 | $2.58M | Buy |
29,029
+13,273
| +84% | +$1.18M | 0.64% | 64 |
|
|
2020
Q4 | $1.46M | Buy |
15,756
+794
| +5% | +$73.7K | 0.38% | 82 |
|
|
2020
Q3 | $1.4M | Buy |
14,962
+2,368
| +19% | +$221K | 0.41% | 75 |
|
|
2020
Q2 | $1.17M | Buy |
+12,594
| New | +$1.17M | 0.38% | 79 |
|
|
2017
Q1 | – | Sell |
-945
| Closed | -$79K | – | 104 |
|
|
2016
Q4 | $79K | Sell |
945
-41,743
| -98% | -$3.49M | 0.04% | 157 |
|
|
2016
Q3 | $3.82M | Buy |
+42,688
| New | +$3.82M | 2.1% | 7 |
|