Integrated Wealth Concepts’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
20,925
-1,499
| -7% | -$116K | 0.02% | 698 |
|
|
2025
Q1 | $1.72M | Sell |
22,424
-483
| -2% | -$37K | 0.02% | 616 |
|
|
2024
Q4 | $1.71M | Buy |
22,907
+855
| +4% | +$63.9K | 0.02% | 614 |
|
|
2024
Q3 | $1.73M | Buy |
22,052
+1,607
| +8% | +$126K | 0.02% | 587 |
|
|
2024
Q2 | $1.53M | Sell |
20,445
-198
| -1% | -$14.8K | 0.02% | 597 |
|
|
2024
Q1 | $1.56M | Buy |
20,643
+4,352
| +27% | +$328K | 0.02% | 593 |
|
|
2023
Q4 | $1.24M | Sell |
16,291
-1,697
| -9% | -$130K | 0.02% | 638 |
|
|
2023
Q3 | $1.3M | Sell |
17,988
-2,708
| -13% | -$196K | 0.02% | 585 |
|
|
2023
Q2 | $1.56M | Buy |
20,696
+1,673
| +9% | +$126K | 0.03% | 540 |
|
|
2023
Q1 | $1.46M | Sell |
19,023
-3,729
| -16% | -$286K | 0.03% | 495 |
|
|
2022
Q4 | $1.69M | Sell |
22,752
-602
| -3% | -$44.7K | 0.05% | 354 |
|
|
2022
Q3 | $1.72M | Buy |
23,354
+1,200
| +5% | +$88.2K | 0.05% | 317 |
|
|
2022
Q2 | $1.72M | Sell |
22,154
-1,344
| -6% | -$104K | 0.05% | 314 |
|
|
2022
Q1 | $1.92M | Sell |
23,498
-1,127
| -5% | -$92.3K | 0.06% | 268 |
|
|
2021
Q4 | $2.16M | Buy |
24,625
+2,169
| +10% | +$190K | 0.06% | 249 |
|
|
2021
Q3 | $2.01M | Buy |
22,456
+3,136
| +16% | +$280K | 0.07% | 250 |
|
|
2021
Q2 | $1.74M | Buy |
19,320
+242
| +1% | +$21.8K | 0.06% | 240 |
|
|
2021
Q1 | $1.69M | Buy |
19,078
+865
| +5% | +$76.8K | 0.07% | 210 |
|
|
2020
Q4 | $1.69M | Buy |
18,213
+717
| +4% | +$66.6K | 0.08% | 175 |
|
|
2020
Q3 | $1.64M | Buy |
17,496
+1,367
| +8% | +$128K | 0.1% | 149 |
|
|
2020
Q2 | $1.5M | Buy |
16,129
+1,058
| +7% | +$98.6K | 0.11% | 124 |
|
|
2020
Q1 | $1.35M | Buy |
15,071
+2,242
| +17% | +$200K | 0.12% | 115 |
|
|
2019
Q4 | $1.12M | Buy |
12,829
+1,109
| +9% | +$96.7K | 0.09% | 141 |
|
|
2019
Q3 | $1.03M | Buy |
11,720
+933
| +9% | +$82.1K | 0.12% | 123 |
|
|
2019
Q2 | $825K | Sell |
10,787
-218
| -2% | -$16.7K | 0.11% | 131 |
|
|
2019
Q1 | $924K | Buy |
11,005
+5,036
| +84% | +$423K | 0.16% | 116 |
|
|
2018
Q4 | $485K | Buy |
5,969
+2,580
| +76% | +$210K | 0.13% | 129 |
|
|
2018
Q3 | $272K | Buy |
3,389
+787
| +30% | +$63.2K | 0.08% | 194 |
|
|
2018
Q2 | $477K | Sell |
2,602
-771
| -23% | -$141K | 0.16% | 112 |
|
|
2018
Q1 | $275K | Buy |
3,373
+184
| +6% | +$15K | 0.11% | 152 |
|
|
2017
Q4 | $266K | Buy |
+3,189
| New | +$266K | 0.11% | 147 |
|