IWS
Integrity Wealth Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,220
| Closed | -$764K | – | 106 |
|
|
2024
Q4 | $764K | Buy |
10,220
+1,468
| +17% | +$110K | 0.43% | 52 |
|
|
2024
Q3 | $686K | Buy |
8,752
+554
| +7% | +$43.4K | 0.4% | 51 |
|
|
2024
Q2 | $614K | Sell |
8,198
-1,233
| -13% | -$92.3K | 0.4% | 54 |
|
|
2024
Q1 | $711K | Buy |
9,431
+3,034
| +47% | +$229K | 0.46% | 50 |
|
|
2023
Q4 | $489K | Buy |
+6,397
| New | +$489K | 0.34% | 58 |
|