Idaho Trust Bank’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.56M | Buy |
94,273
+1,788
| +2% | +$124K | 2.34% | 12 |
|
2025
Q1 | $6.51M | Buy |
92,485
+5,809
| +7% | +$409K | 2.66% | 9 |
|
2024
Q4 | $5.93M | Buy |
86,676
+36,156
| +72% | +$2.47M | 2.99% | 9 |
|
2024
Q3 | $3.8M | Buy |
50,520
+4,228
| +9% | +$318K | 1.83% | 22 |
|
2024
Q2 | $3.25M | Buy |
+46,292
| New | +$3.25M | 1.66% | 23 |
|
2024
Q1 | – | Sell |
-37,781
| Closed | -$2.82M | – | 95 |
|
2023
Q4 | $2.82M | Buy |
+37,781
| New | +$2.82M | 1.63% | 23 |
|