IA
IFP Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
12,519
-23,263
| -65% | -$1.8M | 0.03% | 593 |
|
|
2025
Q1 | $2.74M | Buy |
35,782
+4,528
| +14% | +$347K | 0.08% | 283 |
|
|
2024
Q4 | $2.34M | Buy |
31,254
+11,254
| +56% | +$841K | 0.08% | 296 |
|
|
2024
Q3 | $1.57M | Buy |
20,000
+1,699
| +9% | +$133K | 0.06% | 362 |
|
|
2024
Q2 | $1.37M | Buy |
18,301
+14,817
| +425% | +$1.11M | 0.05% | 362 |
|
|
2024
Q1 | $263K | Sell |
3,484
-1,572
| -31% | -$119K | 0.01% | 866 |
|
|
2023
Q4 | $386K | Sell |
5,056
-18,195
| -78% | -$1.39M | 0.02% | 671 |
|
|
2023
Q3 | $1.68M | Buy |
23,251
+7,230
| +45% | +$523K | 0.08% | 278 |
|
|
2023
Q2 | $1.21M | Buy |
16,021
+7,544
| +89% | +$568K | 0.05% | 379 |
|
|
2023
Q1 | $685K | Sell |
8,477
-23,160
| -73% | -$1.87M | 0.03% | 496 |
|
|
2022
Q4 | $2.57M | Sell |
31,637
-41,159
| -57% | -$3.34M | 0.07% | 309 |
|
|
2022
Q3 | $5.92M | Sell |
72,796
-217
| -0.3% | -$17.6K | 0.15% | 136 |
|
|
2022
Q2 | $5.93M | Hold |
73,013
| – | – | 0.19% | 112 |
|
|
2022
Q1 | $5.93M | Buy |
73,013
+27,636
| +61% | +$2.24M | 0.19% | 112 |
|
|
2021
Q4 | $4.03M | Buy |
45,377
+2,643
| +6% | +$235K | 0.08% | 146 |
|
|
2021
Q3 | $3.89M | Buy |
42,734
+3,248
| +8% | +$296K | 0.08% | 153 |
|
|
2021
Q2 | $3.55M | Buy |
39,486
+11,151
| +39% | +$1M | 0.07% | 158 |
|
|
2021
Q1 | $2.52M | Buy |
28,335
+15,289
| +117% | +$1.36M | 0.05% | 191 |
|
|
2020
Q4 | $1.21M | Buy |
13,046
+4,610
| +55% | +$428K | 0.05% | 300 |
|
|
2020
Q3 | $788K | Buy |
8,436
+2,260
| +37% | +$211K | 0.05% | 334 |
|
|
2020
Q2 | $576K | Buy |
6,176
+446
| +8% | +$41.6K | 0.05% | 386 |
|
|
2020
Q1 | $503K | Buy |
5,730
+424
| +8% | +$37.2K | 0.05% | 355 |
|
|
2019
Q4 | $463K | Sell |
5,306
-4
| -0.1% | -$349 | 0.03% | 439 |
|
|
2019
Q3 | $468K | Buy |
+5,310
| New | +$468K | 0.03% | 511 |
|
|
2019
Q1 | $696K | Sell |
8,290
-6,431
| -44% | -$540K | 0.1% | 223 |
|
|
2018
Q4 | $1.19M | Sell |
14,721
-112,505
| -88% | -$9.12M | 0.07% | 305 |
|
|
2018
Q3 | $10.2M | Buy |
127,226
+22,949
| +22% | +$1.85M | 0.42% | 45 |
|
|
2018
Q2 | $8.44M | Buy |
104,277
+13,684
| +15% | +$1.11M | 0.36% | 57 |
|
|
2018
Q1 | $7.59M | Hold |
90,593
| – | – | 0.34% | 59 |
|
|
2017
Q4 | $7.59M | Buy |
90,593
+10,839
| +14% | +$909K | 0.34% | 59 |
|
|
2017
Q3 | $6.75M | Sell |
79,754
-19
| -0% | -$1.61K | 0.27% | 75 |
|
|
2017
Q2 | $6.74M | Buy |
79,773
+7,444
| +10% | +$629K | 0.29% | 71 |
|
|
2017
Q1 | $6.05M | Buy |
72,329
+7,751
| +12% | +$648K | 0.26% | 81 |
|
|
2016
Q4 | $5.37M | Buy |
64,578
+15,574
| +32% | +$1.29M | 0.26% | 77 |
|
|
2016
Q3 | $4.3M | Buy |
49,004
+37,191
| +315% | +$3.26M | 0.22% | 92 |
|
|
2016
Q2 | $1.04M | Buy |
11,813
+3,523
| +42% | +$310K | 0.06% | 342 |
|
|
2016
Q1 | $696K | Buy |
8,290
+397
| +5% | +$33.3K | 0.1% | 223 |
|
|
2015
Q4 | $656K | Buy |
+7,893
| New | +$656K | 0.04% | 410 |
|