Kestra Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
180,569
+2,566
| +1% | +$198K | 0.07% | 287 |
|
|
2025
Q1 | $13.6M | Buy |
178,003
+1,761
| +1% | +$135K | 0.07% | 270 |
|
|
2024
Q4 | $13.2M | Buy |
176,242
+19,344
| +12% | +$1.45M | 0.07% | 282 |
|
|
2024
Q3 | $12.3M | Buy |
156,898
+9,691
| +7% | +$759K | 0.07% | 304 |
|
|
2024
Q2 | $10.4M | Buy |
147,207
+7,367
| +5% | +$522K | 0.06% | 355 |
|
|
2024
Q1 | $10.5M | Sell |
139,840
-2,841
| -2% | -$214K | 0.07% | 299 |
|
|
2023
Q4 | $10.9M | Sell |
142,681
-11,815
| -8% | -$902K | 0.09% | 256 |
|
|
2023
Q3 | $11.2M | Buy |
154,496
+46,574
| +43% | +$3.37M | 0.11% | 210 |
|
|
2023
Q2 | $8.12M | Sell |
107,922
-10,802
| -9% | -$813K | 0.08% | 262 |
|
|
2023
Q1 | $9.11M | Sell |
118,724
-196,783
| -62% | -$15.1M | 0.1% | 229 |
|
|
2022
Q4 | $23.4M | Buy |
315,507
+47,778
| +18% | +$3.55M | 0.21% | 104 |
|
|
2022
Q3 | $19.7M | Sell |
267,729
-26,824
| -9% | -$1.97M | 0.21% | 109 |
|
|
2022
Q2 | $22.9M | Buy |
294,553
+40,188
| +16% | +$3.12M | 0.24% | 92 |
|
|
2022
Q1 | $20.8M | Buy |
254,365
+34,310
| +16% | +$2.81M | 0.22% | 95 |
|
|
2021
Q4 | $19.3M | Buy |
220,055
+18,812
| +9% | +$1.65M | 0.2% | 116 |
|
|
2021
Q3 | $18M | Buy |
201,243
+8,625
| +4% | +$771K | 0.18% | 131 |
|
|
2021
Q2 | $17.3M | Buy |
192,618
+12,631
| +7% | +$1.14M | 0.2% | 124 |
|
|
2021
Q1 | $16M | Buy |
179,987
+50,761
| +39% | +$4.5M | 0.2% | 121 |
|
|
2020
Q4 | $12M | Buy |
129,226
+45,106
| +54% | +$4.19M | 0.14% | 176 |
|
|
2020
Q3 | $7.87M | Buy |
+84,120
| New | +$7.87M | 0.15% | 169 |
|