Jones Financial Companies’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
Q2 | $144M | Buy |
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|
2025
Q1 | $127M | Buy |
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|
2024
Q4 | $113M | Buy |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $96.2M | Buy |
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|
2024
Q1 | $91.6M | Buy |
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|
2023
Q4 | $91.2M | Buy |
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|
2023
Q3 | $83.8M | Sell |
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|
2023
Q2 | $87.4M | Sell |
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|
2023
Q1 | $91.2M | Sell |
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|
2022
Q4 | $93.1M | Buy |
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|
2022
Q3 | $85M | Buy |
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|
2022
Q2 | $86.4M | Sell |
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|
2022
Q1 | $96.5M | Sell |
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|
2021
Q4 | $191M | Buy |
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|
2021
Q3 | $192M | Buy |
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|
2021
Q2 | $186M | Buy |
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|
2021
Q1 | $176M | Sell |
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|
2020
Q4 | $639M | Buy |
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|
2020
Q3 | $604M | Buy |
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|
2020
Q2 | $553M | Sell |
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|
2020
Q1 | $559M | Sell |
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|
2019
Q4 | $567M | Buy |
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|
2019
Q3 | $554M | Buy |
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|
2019
Q2 | $539M | Buy |
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|
2019
Q1 | $517M | Buy |
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|
2018
Q4 | $496M | Sell |
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|
2018
Q3 | $493M | Sell |
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|
2018
Q2 | $1.06B | Sell |
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|
2018
Q1 | $1.37B | Buy |
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|
2017
Q4 | $1.25B | Buy |
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|
2017
Q3 | $1.12B | Buy |
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|
2017
Q2 | $981M | Buy |
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|
2017
Q1 | $838M | Buy |
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|
2016
Q4 | $759M | Buy |
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|
2016
Q3 | $620M | Buy |
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|
2016
Q2 | $484M | Buy |
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|
2016
Q1 | $58.8M | Buy |
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|
2015
Q4 | $54.2M | Buy |
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|
2015
Q3 | $54.1M | Buy |
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|
2015
Q2 | $51.3M | Buy |
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|
2015
Q1 | $49.2M | Buy |
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|
2014
Q4 | $41.8M | Buy |
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|
2014
Q3 | $39.2M | Buy |
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|
2014
Q2 | $37.3M | Buy |
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|
2014
Q1 | $35.8M | Sell |
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|
2013
Q4 | $35.3M | Sell |
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|
2013
Q3 | $37.4M | Sell |
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|
2013
Q2 | $39.5M | Buy |
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