IWA
Icon Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,531
| Closed | -$120K | – | 515 |
|
|
2025
Q1 | $120K | Sell |
1,531
-2,395
| -61% | -$187K | 0.01% | 448 |
|
|
2024
Q4 | $303K | Buy |
3,926
+13
| +0.3% | +$1.01K | 0.03% | 296 |
|
|
2024
Q3 | $308K | Sell |
3,913
-17
| -0.4% | -$1.34K | 0.03% | 292 |
|
|
2024
Q2 | $305K | Buy |
3,930
+12
| +0.3% | +$932 | 0.03% | 280 |
|
|
2024
Q1 | $300K | Buy |
3,918
+3
| +0.1% | +$230 | 0.03% | 282 |
|
|
2023
Q4 | $302K | Buy |
+3,915
| New | +$302K | 0.03% | 264 |
|
|
2022
Q4 | $295K | Hold |
3,915
| – | – | 0.03% | 254 |
|
|
2022
Q3 | $293K | Buy |
+3,915
| New | +$293K | 0.04% | 245 |
|