IWM
IHT Wealth Management’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 | $237K | Buy |
3,069
+5
| +0.2% | +$387 | 0.01% | 1004 |
|
|
2025
Q1 | $235K | Sell |
3,064
-85
| -3% | -$6.51K | 0.01% | 956 |
|
|
2024
Q4 | $235K | Sell |
3,149
-4,180
| -57% | -$312K | 0.01% | 950 |
|
|
2024
Q3 | $574K | Buy |
7,329
+1,905
| +35% | +$149K | 0.02% | 679 |
|
|
2024
Q2 | $406K | Sell |
5,424
-139
| -2% | -$10.4K | 0.02% | 697 |
|
|
2024
Q1 | $419K | Sell |
5,563
-452
| -8% | -$34.1K | 0.02% | 693 |
|
|
2023
Q4 | $459K | Sell |
6,015
-434
| -7% | -$33.1K | 0.02% | 628 |
|
|
2023
Q3 | $466K | Buy |
6,449
+26
| +0.4% | +$1.88K | 0.02% | 577 |
|
|
2023
Q2 | $483K | Sell |
6,423
-369
| -5% | -$27.8K | 0.03% | 554 |
|
|
2023
Q1 | $521K | Sell |
6,792
-741
| -10% | -$56.9K | 0.03% | 484 |
|
|
2022
Q4 | $560K | Buy |
7,533
+72
| +1% | +$5.35K | 0.04% | 455 |
|
|
2022
Q3 | $548K | Buy |
7,461
+4,091
| +121% | +$300K | 0.04% | 433 |
|
|
2022
Q2 | $262K | Sell |
3,370
-21
| -0.6% | -$1.63K | 0.02% | 572 |
|
|
2022
Q1 | $278K | Sell |
3,391
-79
| -2% | -$6.48K | 0.02% | 591 |
|
|
2021
Q4 | $304K | Sell |
3,470
-3,407
| -50% | -$298K | 0.02% | 604 |
|
|
2021
Q3 | $615K | Sell |
6,877
-8,883
| -56% | -$794K | 0.05% | 363 |
|
|
2021
Q2 | $1.42M | Sell |
15,760
-680
| -4% | -$61.2K | 0.09% | 244 |
|
|
2021
Q1 | $1.46M | Sell |
16,440
-231
| -1% | -$20.5K | 0.1% | 199 |
|
|
2020
Q4 | $1.55M | Buy |
16,671
+2,596
| +18% | +$241K | 0.13% | 168 |
|
|
2020
Q3 | $1.32M | Buy |
14,075
+10,621
| +307% | +$993K | 0.13% | 164 |
|
|
2020
Q2 | $322K | Sell |
3,454
-10,654
| -76% | -$993K | 0.04% | 392 |
|
|
2020
Q1 | $1.26M | Buy |
14,108
+44
| +0.3% | +$3.93K | 0.18% | 134 |
|
|
2019
Q4 | $1.23M | Sell |
14,064
-808
| -5% | -$70.5K | 0.15% | 159 |
|
|
2019
Q3 | $1.31M | Sell |
14,872
-3,788
| -20% | -$333K | 0.18% | 140 |
|
|
2019
Q2 | $1.61M | Sell |
18,660
-4,867
| -21% | -$421K | 0.23% | 100 |
|
|
2019
Q1 | $1.98M | Sell |
23,527
-2,529
| -10% | -$212K | 0.33% | 75 |
|
|
2018
Q4 | $2.12M | Buy |
26,056
+4,731
| +22% | +$385K | 0.41% | 59 |
|
|
2018
Q3 | $1.72M | Sell |
21,325
-266
| -1% | -$21.4K | 0.37% | 64 |
|
|
2018
Q2 | $1.75M | Buy |
21,591
+2,223
| +11% | +$180K | 0.45% | 55 |
|
|
2018
Q1 | $1.58M | Buy |
19,368
+163
| +0.8% | +$13.3K | 0.42% | 47 |
|
|
2017
Q4 | $1.6M | Buy |
19,205
+283
| +1% | +$23.6K | 0.42% | 49 |
|
|
2017
Q3 | $1.6M | Buy |
18,922
+16,645
| +731% | +$1.41M | 0.68% | 30 |
|
|
2017
Q2 | $315 | Buy |
2,277
+738
| +48% | +$102 | 0.15% | 162 |
|
|
2017
Q1 | $133K | Sell |
1,539
-17,539
| -92% | -$1.52M | 0.09% | 242 |
|
|
2016
Q4 | $1.58M | Buy |
+19,078
| New | +$1.58M | 1.2% | 6 |
|