MWA
MFA Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6M | Sell |
537,925
-25,116
| -4% | -$1.94M | 9.76% | 1 |
|
|
2025
Q1 | $43.1M | Buy |
563,041
+14,420
| +3% | +$1.1M | 10.67% | 1 |
|
|
2024
Q4 | $41M | Buy |
548,621
+82,214
| +18% | +$6.14M | 10.49% | 1 |
|
|
2024
Q3 | $36.6M | Buy |
466,407
+283,646
| +155% | +$22.2M | 7.99% | 1 |
|
|
2024
Q2 | $13.7M | Buy |
182,761
+50,502
| +38% | +$3.78M | 2.99% | 9 |
|
|
2024
Q1 | $9.97M | Buy |
+132,259
| New | +$9.97M | 2.62% | 13 |
|
|
2022
Q1 | – | Sell |
-5,550
| Closed | -$486K | – | 66 |
|
|
2021
Q4 | $486K | Buy |
+5,550
| New | +$486K | 0.21% | 49 |
|