MBA Advisors’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
2026 Q1	$16.9M	Buy	219,502 +17,177	+8%	+$1.34M	6.51%	1
2025 Q4	$15.8M	Buy	202,325 +10,866	+6%	+$850K	6.35%	1
2025 Q3	$15M	Buy	191,459 +11,003	+6%	+$852K	6.39%	1
2025 Q2	$14M	Buy	180,456 +3,248	+2%	+$247K	6.44%	1
2025 Q1	$13.6M	Buy	177,208 +39,527	+29%	+$2.98M	6.72%	1
2024 Q4	$10.3M	Sell	137,681 -857	-0.6%	-$65.2K	5.22%	1
2024 Q3	$10.9M	Buy	138,538 +8,501	+7%	+$655K	5.21%	1
2024 Q2	$9.74M	Buy	130,037 +9,412	+8%	+$699K	4.98%	1
2024 Q1	$9.1M	Buy	120,625 +14,424	+14%	+$1.09M	4.7%	1
2023 Q4	$8.11M	Sell	106,201 -13,161	-11%	-$964K	4.52%	2
2023 Q3	$8.63M	Buy	119,362 +9,084	+8%	+$672K	5.3%	1
2023 Q2	$8.3M	Buy	110,278 +11,775	+12%	+$897K	4.96%	2
2023 Q1	$7.56M	Buy	98,503 +5,087	+5%	+$385K	4.71%	1
2022 Q4	$6.94M	Sell	93,416 -2,106	-2%	-$156K	4.54%	1
2022 Q3	$7.02M	Buy	95,522 +26,206	+38%	+$2.03M	5.08%	1
2022 Q2	$5.38M	Buy	69,316 +14,737	+27%	+$1.16M	3.7%	2
2022 Q1	$4.47M	Buy	54,579 +6,112	+13%	+$516K	2.77%	7
2021 Q4	$4.25M	Sell	48,467 -1,011	-2%	-$89.7K	2.63%	7
2021 Q3	$4.42M	Buy	49,478 +6,524	+15%	+$591K	3.27%	5
2021 Q2	$3.86K	Buy	42,954 +16,415	+62%	+$1.47M	1.8%	7
2021 Q1	$2.35K	Buy	+26,539	New	+$2.41M	1.29%	13