IAA
Independent Advisor Alliance’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-55,056
| Closed | -$4.25M | – | 869 |
|
|
2024
Q4 | $4.25M | Buy |
+55,056
| New | +$4.25M | 0.06% | 307 |
|
|
2024
Q3 | – | Sell |
-5,242
| Closed | -$402K | – | 712 |
|
|
2024
Q2 | $402K | Buy |
5,242
+41
| +0.8% | +$3.15K | 0.01% | 506 |
|
|
2024
Q1 | $399K | Buy |
5,201
+308
| +6% | +$23.6K | 0.01% | 502 |
|
|
2023
Q4 | $377K | Buy |
+4,893
| New | +$377K | 0.01% | 491 |
|
|
2020
Q1 | – | Sell |
-63,296
| Closed | -$5.1M | – | 453 |
|
|
2019
Q4 | $5.1M | Buy |
+63,296
| New | +$5.1M | 0.22% | 104 |
|
|
2017
Q2 | – | Sell |
-25,927
| Closed | -$2.07M | – | 253 |
|
|
2017
Q1 | $2.07M | Buy |
+25,927
| New | +$2.07M | 0.33% | 81 |
|