JIC
Joel Isaacson & Co’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 | $6.9M | Buy |
89,189
+348
| +0.4% | +$26.9K | 0.28% | 45 |
|
|
2025
Q1 | $6.8M | Buy |
88,841
+8,568
| +11% | +$656K | 0.31% | 41 |
|
|
2024
Q4 | $6M | Buy |
80,273
+15,966
| +25% | +$1.19M | 0.27% | 44 |
|
|
2024
Q3 | $5.04M | Buy |
64,307
+21,086
| +49% | +$1.65M | 0.24% | 43 |
|
|
2024
Q2 | $3.24M | Buy |
43,221
+8,831
| +26% | +$661K | 0.17% | 57 |
|
|
2024
Q1 | $2.59M | Buy |
34,390
+15,234
| +80% | +$1.15M | 0.14% | 73 |
|
|
2023
Q4 | $1.46M | Buy |
19,156
+12,735
| +198% | +$973K | 0.09% | 99 |
|
|
2023
Q3 | $464K | Buy |
6,421
+1,623
| +34% | +$117K | 0.03% | 194 |
|
|
2023
Q2 | $361K | Hold |
4,798
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $368K | Hold |
4,798
| – | – | 0.03% | 221 |
|
|
2022
Q4 | $357K | Sell |
4,798
-2,285
| -32% | -$170K | 0.03% | 218 |
|
|
2022
Q3 | $520K | Buy |
7,083
+64
| +0.9% | +$4.7K | 0.04% | 162 |
|
|
2022
Q2 | $545K | Hold |
7,019
| – | – | 0.05% | 158 |
|
|
2022
Q1 | $556K | Sell |
7,019
-1,229
| -15% | -$97.4K | 0.04% | 169 |
|
|
2021
Q4 | $723K | Hold |
8,248
| – | – | 0.05% | 150 |
|
|
2021
Q3 | $738K | Hold |
8,248
| – | – | 0.06% | 145 |
|
|
2021
Q2 | $742K | Hold |
8,248
| – | – | 0.06% | 134 |
|
|
2021
Q1 | $732K | Hold |
8,248
| – | – | 0.06% | 118 |
|
|
2020
Q4 | $766K | Hold |
8,248
| – | – | 0.08% | 109 |
|
|
2020
Q3 | $771K | Buy |
8,248
+1,000
| +14% | +$93.5K | 0.1% | 93 |
|
|
2020
Q2 | $675K | Hold |
7,248
| – | – | 0.1% | 97 |
|
|
2020
Q1 | $647K | Hold |
7,248
| – | – | 0.11% | 83 |
|
|
2019
Q4 | $632K | Buy |
7,248
+298
| +4% | +$26K | 0.08% | 105 |
|
|
2019
Q3 | $612K | Hold |
6,950
| – | – | 0.09% | 102 |
|
|
2019
Q2 | $601K | Buy |
6,950
+700
| +11% | +$60.5K | 0.09% | 109 |
|
|
2019
Q1 | $525K | Buy |
6,250
+500
| +9% | +$42K | 0.08% | 130 |
|
|
2018
Q4 | $469K | Buy |
5,750
+300
| +6% | +$24.5K | 0.07% | 135 |
|
|
2018
Q3 | $439K | Hold |
5,450
| – | – | 0.07% | 134 |
|
|
2018
Q2 | $441K | Buy |
5,450
+500
| +10% | +$40.5K | 0.07% | 130 |
|
|
2018
Q1 | $405K | Sell |
4,950
-1,400
| -22% | -$115K | 0.07% | 131 |
|
|
2017
Q4 | $532K | Buy |
6,350
+450
| +8% | +$37.7K | 0.09% | 103 |
|
|
2017
Q3 | $499K | Buy |
5,900
+45
| +0.8% | +$3.81K | 0.09% | 100 |
|
|
2017
Q2 | $495K | Sell |
5,855
-700
| -11% | -$59.2K | 0.09% | 96 |
|
|
2017
Q1 | $548K | Buy |
6,555
+600
| +10% | +$50.2K | 0.11% | 86 |
|
|
2016
Q4 | $495K | Hold |
5,955
| – | – | 0.1% | 86 |
|
|
2016
Q3 | $522K | Hold |
5,955
| – | – | 0.11% | 86 |
|
|
2016
Q2 | $524K | Buy |
5,955
+1,000
| +20% | +$88K | 0.11% | 81 |
|
|
2016
Q1 | $427K | Buy |
4,955
+1,000
| +25% | +$86.2K | 0.09% | 103 |
|
|
2015
Q4 | $329K | Buy |
3,955
+1,000
| +34% | +$83.2K | 0.08% | 119 |
|
|
2015
Q3 | $251K | Buy |
2,955
+355
| +14% | +$30.2K | 0.07% | 127 |
|
|
2015
Q2 | $218K | Buy |
2,600
+1,525
| +142% | +$128K | 0.06% | 152 |
|
|
2015
Q1 | $93K | Buy |
+1,075
| New | +$93K | 0.02% | 266 |
|