MBA Advisors’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 |
180,456
+3,248
| +2% | +$251K | 6.44% | 1 |
|
|
2025
Q1 | $13.6M | Buy |
177,208
+39,527
| +29% | +$3.03M | 6.72% | 1 |
|
|
2024
Q4 | $10.3M | Sell |
137,681
-857
| -0.6% | -$64K | 5.16% | 1 |
|
|
2024
Q3 | $10.9M | Buy |
138,538
+8,501
| +7% | +$666K | 5.21% | 1 |
|
|
2024
Q2 | $9.74M | Buy |
130,037
+9,412
| +8% | +$705K | 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% | -$1.01M | 4.52% | 2 |
|
|
2023
Q3 | $8.63M | Buy |
119,362
+9,084
| +8% | +$657K | 5.3% | 1 |
|
|
2023
Q2 | $8.3M | Buy |
110,278
+11,775
| +12% | +$886K | 4.96% | 2 |
|
|
2023
Q1 | $7.56M | Buy |
98,503
+5,087
| +5% | +$390K | 4.71% | 1 |
|
|
2022
Q4 | $6.94M | Sell |
93,416
-2,106
| -2% | -$157K | 4.54% | 1 |
|
|
2022
Q3 | $7.02M | Buy |
95,522
+26,206
| +38% | +$1.93M | 5.08% | 1 |
|
|
2022
Q2 | $5.38M | Buy |
69,316
+14,737
| +27% | +$1.14M | 3.7% | 2 |
|
|
2022
Q1 | $4.47M | Buy |
54,579
+6,112
| +13% | +$501K | 2.77% | 7 |
|
|
2021
Q4 | $4.25M | Sell |
48,467
-1,011
| -2% | -$88.6K | 2.63% | 7 |
|
|
2021
Q3 | $4.43M | Buy |
49,478
+6,524
| +15% | +$583K | 3.27% | 5 |
|
|
2021
Q2 | $3.86K | Buy |
42,954
+16,415
| +62% | +$1.48K | 1.8% | 7 |
|
|
2021
Q1 | $2.36K | Buy |
+26,539
| New | +$2.36K | 1.29% | 13 |
|