Integrated Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$430K Buy
2016
Q4
$423K Buy
2016
Q3
$460K Buy
2016
Q2
$453K Buy
2016
Q1
$12K Hold
2015
Q4
$11K Hold
2015
Q3
$11K Hold
2015
Q2
$11K Hold
2015
Q1
$12K Buy