Icon Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Icon Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$120K	Sell
2024 Q4	$303K	Buy
2024 Q3	$308K	Sell
2024 Q2	$305K	Buy
2024 Q1	$300K	Buy
2023 Q4	$302K	Buy
2022 Q4	$295K	Hold
2022 Q3	$293K	Buy