IWM
Integris 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 | $59.4M | Sell |
754,404
-5,495
| -0.7% | -$432K | 15.48% | 1 |
|
|
2025
Q1 | $59.5M | Sell |
759,899
-9,043
| -1% | -$708K | 16.97% | 1 |
|
|
2024
Q4 | $59.4M | Buy |
768,942
+25,979
| +3% | +$2.01M | 16.76% | 1 |
|
|
2024
Q3 | $58.5M | Sell |
742,963
-50,148
| -6% | -$3.95M | 16.33% | 1 |
|
|
2024
Q2 | $60.8M | Buy |
793,111
+21,857
| +3% | +$1.68M | 17.57% | 1 |
|
|
2024
Q1 | $59.1M | Buy |
771,254
+36,111
| +5% | +$2.77M | 16.35% | 1 |
|
|
2023
Q4 | $56.6M | Buy |
735,143
+6,509
| +0.9% | +$501K | 16.76% | 1 |
|
|
2023
Q3 | $54.8M | Sell |
728,634
-34,803
| -5% | -$2.62M | 17.95% | 1 |
|
|
2023
Q2 | $57.7M | Buy |
763,437
+21,793
| +3% | +$1.65M | 20.41% | 1 |
|
|
2023
Q1 | $56.7M | Buy |
741,644
+23,169
| +3% | +$1.77M | 20.84% | 1 |
|
|
2022
Q4 | $54.1M | Buy |
+718,475
| New | +$54.1M | 21.1% | 1 |
|