IPW
Intergy Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
73,195
-1,812
| -2% | -$140K | 1.93% | 15 |
|
|
2025
Q1 | $5.74M | Buy |
75,007
+509
| +0.7% | +$39K | 2.18% | 13 |
|
|
2024
Q4 | $5.57M | Buy |
74,498
+2,191
| +3% | +$164K | 2.08% | 13 |
|
|
2024
Q3 | $5.67M | Buy |
72,307
+842
| +1% | +$66K | 2.16% | 13 |
|
|
2024
Q2 | $5.35M | Buy |
71,465
+6,143
| +9% | +$460K | 2.21% | 13 |
|
|
2024
Q1 | $4.93M | Buy |
65,322
+2,676
| +4% | +$202K | 2.03% | 15 |
|
|
2023
Q4 | $4.78M | Buy |
62,646
+4,053
| +7% | +$310K | 2.07% | 15 |
|
|
2023
Q3 | $4.24M | Buy |
58,593
+524
| +0.9% | +$37.9K | 2.12% | 15 |
|
|
2023
Q2 | $4.37M | Buy |
58,069
+5,454
| +10% | +$410K | 2.14% | 15 |
|
|
2023
Q1 | $4.04M | Buy |
52,615
+1,467
| +3% | +$113K | 2.26% | 15 |
|
|
2022
Q4 | $3.8M | Buy |
51,148
+3,484
| +7% | +$259K | 2.38% | 15 |
|
|
2022
Q3 | $3.5M | Buy |
47,664
+3,353
| +8% | +$246K | 2.48% | 12 |
|
|
2022
Q2 | $3.44M | Sell |
44,311
-13,206
| -23% | -$1.03M | 2.71% | 10 |
|
|
2022
Q1 | $4.71M | Buy |
57,517
+16,980
| +42% | +$1.39M | 3.29% | 8 |
|
|
2021
Q4 | $3.55M | Buy |
+40,537
| New | +$3.55M | 2.78% | 9 |
|