JSA
Jacobson & Schmitt Advisors’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 |
-3,630
| Closed | -$271K | – | 49 |
|
|
2024
Q4 | $271K | Sell |
3,630
-228,966
| -98% | -$17.1M | 0.05% | 66 |
|
|
2024
Q3 | $18.2M | Buy |
232,596
+4,276
| +2% | +$335K | 3.74% | 4 |
|
|
2024
Q2 | $17.1M | Buy |
228,320
+3,614
| +2% | +$271K | 3.89% | 5 |
|
|
2024
Q1 | $16.9M | Buy |
224,706
+21,604
| +11% | +$1.63M | 4.01% | 4 |
|
|
2023
Q4 | $15.5M | Buy |
203,102
+10,358
| +5% | +$791K | 3.92% | 5 |
|
|
2023
Q3 | $13.9M | Buy |
+192,744
| New | +$13.9M | 3.96% | 6 |
|