LWM
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Lionshead Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lionshead Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.05M Buy
65,331
+3,481
+6% +$269K 4.66% 1
2025
Q1 		$4.74M Sell
61,850
-14,111
-19% -$1.08M 4.92% 3
2024
Q4 		$5.68M Buy
+75,961
New +$5.68M 4.1% 3