Jacobson & Schmitt Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$271K Sell
2024
Q3
$18.2M Buy
2024
Q2
$17.1M Buy
2024
Q1
$16.9M Buy
2023
Q4
$15.5M Buy
2023
Q3
$13.9M Buy