Mather Group’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 | $243M | Buy |
3,141,376
+98,133
| +3% | +$7.59M | 2.59% | 9 |
|
|
2025
Q1 | $233M | Buy |
3,043,243
+133,665
| +5% | +$10.2M | 2.69% | 10 |
|
|
2024
Q4 | $217M | Buy |
2,909,578
+194,263
| +7% | +$14.5M | 2.82% | 10 |
|
|
2024
Q3 | $213M | Sell |
2,715,315
-182,847
| -6% | -$14.3M | 2.73% | 9 |
|
|
2024
Q2 | $219M | Buy |
2,898,162
+288,111
| +11% | +$21.7M | 2.69% | 9 |
|
|
2024
Q1 | $199M | Sell |
2,610,051
-16,636
| -0.6% | -$1.27M | 3.15% | 8 |
|
|
2023
Q4 | $201M | Buy |
2,626,687
+119,258
| +5% | +$9.11M | 3.15% | 8 |
|
|
2023
Q3 | $181M | Buy |
2,507,429
+140,056
| +6% | +$10.1M | 3.22% | 8 |
|
|
2023
Q2 | $178M | Buy |
2,367,373
+2,297,290
| +3,278% | +$173M | 2.84% | 9 |
|
|
2023
Q1 | $5.38M | Sell |
70,083
-3,117
| -4% | -$239K | 0.1% | 84 |
|
|
2022
Q4 | $5.44M | Sell |
73,200
-17,353
| -19% | -$1.29M | 0.1% | 79 |
|
|
2022
Q3 | $6.65M | Buy |
90,553
+6,727
| +8% | +$494K | 0.14% | 68 |
|
|
2022
Q2 | $6.51M | Buy |
83,826
+37,364
| +80% | +$2.9M | 0.15% | 69 |
|
|
2022
Q1 | $3.81M | Buy |
46,462
+40,604
| +693% | +$3.33M | 0.08% | 82 |
|
|
2021
Q4 | $513K | Buy |
5,858
+565
| +11% | +$49.5K | 0.01% | 219 |
|
|
2021
Q3 | $473K | Sell |
5,293
-36
| -0.7% | -$3.22K | 0.01% | 174 |
|
|
2021
Q2 | $479K | Hold |
5,329
| – | – | 0.01% | 169 |
|
|
2021
Q1 | $473K | Hold |
5,329
| – | – | 0.01% | 154 |
|
|
2020
Q4 | $495K | Buy |
+5,329
| New | +$495K | 0.02% | 136 |
|