IWM
IHT Wealth Management’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 | $8.03M | Sell |
101,998
-1,361
| -1% | -$107K | 0.22% | 98 |
|
|
2025
Q1 | $8.09M | Buy |
103,359
+10,471
| +11% | +$820K | 0.25% | 84 |
|
|
2024
Q4 | $7.18M | Sell |
92,888
-83,598
| -47% | -$6.46M | 0.23% | 89 |
|
|
2024
Q3 | $13.9M | Buy |
176,486
+90,644
| +106% | +$7.13M | 0.39% | 48 |
|
|
2024
Q2 | $6.58M | Buy |
85,842
+539
| +0.6% | +$41.3K | 0.25% | 81 |
|
|
2024
Q1 | $6.54M | Buy |
85,303
+1,411
| +2% | +$108K | 0.26% | 77 |
|
|
2023
Q4 | $6.46M | Buy |
83,892
+6,882
| +9% | +$530K | 0.29% | 77 |
|
|
2023
Q3 | $5.79M | Buy |
77,010
+3,572
| +5% | +$269K | 0.29% | 72 |
|
|
2023
Q2 | $5.55M | Buy |
73,438
+5,129
| +8% | +$388K | 0.29% | 71 |
|
|
2023
Q1 | $5.22M | Buy |
68,309
+32,470
| +91% | +$2.48M | 0.3% | 69 |
|
|
2022
Q4 | $2.7M | Buy |
35,839
+29,785
| +492% | +$2.24M | 0.17% | 135 |
|
|
2022
Q3 | $453K | Sell |
6,054
-45
| -0.7% | -$3.37K | 0.03% | 482 |
|
|
2022
Q2 | $468K | Buy |
6,099
+712
| +13% | +$54.6K | 0.04% | 401 |
|
|
2022
Q1 | $420K | Sell |
5,387
-14
| -0.3% | -$1.09K | 0.03% | 460 |
|
|
2021
Q4 | $437K | Sell |
5,401
-2,383
| -31% | -$193K | 0.03% | 479 |
|
|
2021
Q3 | $638K | Sell |
7,784
-4,648
| -37% | -$381K | 0.05% | 348 |
|
|
2021
Q2 | $1.02M | Buy |
12,432
+2,120
| +21% | +$174K | 0.06% | 318 |
|
|
2021
Q1 | $848K | Buy |
10,312
+78
| +0.8% | +$6.41K | 0.06% | 307 |
|
|
2020
Q4 | $848K | Buy |
10,234
+57
| +0.6% | +$4.72K | 0.07% | 266 |
|
|
2020
Q3 | $845K | Buy |
10,177
+5,637
| +124% | +$468K | 0.08% | 244 |
|
|
2020
Q2 | $377K | Sell |
4,540
-6,682
| -60% | -$555K | 0.05% | 352 |
|
|
2020
Q1 | $922K | Buy |
11,222
+74
| +0.7% | +$6.08K | 0.13% | 173 |
|
|
2019
Q4 | $899K | Sell |
11,148
-427
| -4% | -$34.4K | 0.11% | 219 |
|
|
2019
Q3 | $935K | Sell |
11,575
-2,847
| -20% | -$230K | 0.13% | 187 |
|
|
2019
Q2 | $1.16M | Sell |
14,422
-4,433
| -24% | -$357K | 0.17% | 141 |
|
|
2019
Q1 | $1.5M | Sell |
18,855
-2,254
| -11% | -$179K | 0.25% | 102 |
|
|
2018
Q4 | $1.66M | Sell |
21,109
-624
| -3% | -$49K | 0.32% | 86 |
|
|
2018
Q3 | $1.7M | Buy |
21,733
+2,276
| +12% | +$178K | 0.37% | 65 |
|
|
2018
Q2 | $1.52M | Buy |
19,457
+1,097
| +6% | +$85.8K | 0.39% | 63 |
|
|
2018
Q1 | $1.44M | Buy |
18,360
+563
| +3% | +$44.1K | 0.39% | 52 |
|
|
2017
Q4 | $1.41M | Buy |
17,797
+424
| +2% | +$33.5K | 0.37% | 55 |
|
|
2017
Q3 | $1.39M | Sell |
17,373
-965
| -5% | -$76.9K | 0.59% | 37 |
|
|
2017
Q2 | $292 | Buy |
18,338
+15
| +0.1% | – | 0.14% | 182 |
|
|
2017
Q1 | $1.46M | Sell |
18,323
-734
| -4% | -$58.5K | 0.97% | 12 |
|
|
2016
Q4 | $1.51M | Buy |
+19,057
| New | +$1.51M | 1.14% | 8 |
|