Idaho Trust Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$534K Sell
6,899
-193
-3% -$14.9K 0.19% 72
2025
Q1
$543K Sell
7,092
-946
-12% -$72.4K 0.22% 70
2024
Q4
$601K Sell
8,038
-28,055
-78% -$2.1M 0.3% 51
2024
Q3
$2.83M Sell
36,093
-202
-0.6% -$15.8K 1.37% 26
2024
Q2
$2.72M Buy
+36,295
New +$2.72M 1.39% 26
2024
Q1
Sell
-39,645
Closed -$3.03M 94
2023
Q4
$3.03M Sell
39,645
-6,927
-15% -$529K 1.76% 22
2023
Q3
$3.37M Buy
46,572
+1,582
+4% +$114K 2.19% 15
2023
Q2
$3.38M Buy
+44,990
New +$3.38M 2.13% 16