Mutual Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mutual Advisors’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	$6.3M	Buy	82,005 +16,093	+24%	+$1.24M	0.16%	142
2025 Q1	$5.04M	Sell	65,912 -1,443	-2%	-$110K	0.14%	146
2024 Q4	$5.03M	Sell	67,355 -5,531	-8%	-$413K	0.15%	135
2024 Q3	$5.57M	Buy	72,886 +2,258	+3%	+$172K	0.16%	119
2024 Q2	$5.37M	Buy	70,628 +10,527	+18%	+$801K	0.16%	132
2024 Q1	$4.53M	Buy	60,101 +6,549	+12%	+$494K	0.15%	141
2023 Q4	$4.09M	Buy	53,552 +227	+0.4%	+$17.3K	0.14%	151
2023 Q3	$3.86M	Sell	53,325 -742	-1%	-$53.7K	0.15%	138
2023 Q2	$4.07M	Buy	54,067 +2,817	+5%	+$212K	0.15%	130
2023 Q1	$3.93M	Sell	51,250 -3,491	-6%	-$268K	0.16%	134
2022 Q4	$4.07M	Buy	54,741 +4,709	+9%	+$350K	0.18%	120
2022 Q3	$3.68M	Buy	50,032 +27,459	+122%	+$2.02M	0.19%	109
2022 Q2	$1.75M	Sell	22,573 -1,335	-6%	-$104K	0.12%	196
2022 Q1	$1.96M	Buy	23,908 +2,176	+10%	+$178K	0.11%	213
2021 Q4	$1.9M	Buy	21,732 +1,839	+9%	+$161K	0.1%	241
2021 Q3	$1.78M	Buy	19,893 +526	+3%	+$47K	0.11%	238
2021 Q2	$1.74M	Buy	19,367 +962	+5%	+$86.5K	0.1%	246
2021 Q1	$1.63M	Sell	18,405 -6,709	-27%	-$595K	0.11%	229
2020 Q4	$2.33M	Sell	25,114 -567	-2%	-$52.7K	0.17%	135
2020 Q3	$2.4M	Sell	25,681 -2,436	-9%	-$228K	0.21%	117
2020 Q2	$2.62M	Buy	28,117 +4,056	+17%	+$378K	0.26%	86
2020 Q1	$2.15M	Buy	24,061 +14,538	+153%	+$1.3M	0.29%	83
2019 Q4	$831K	Sell	9,523 -19,179	-67%	-$1.67M	0.09%	255
2019 Q3	$2.53M	Sell	28,702 -14,157	-33%	-$1.25M	0.33%	69
2019 Q2	$3.71M	Buy	42,859 +38,518	+887%	+$3.33M	0.48%	37
2019 Q1	$364K	Buy	4,341 +976	+29%	+$81.8K	0.05%	326
2018 Q4	$274K	Sell	3,365 -297	-8%	-$24.2K	0.05%	346
2018 Q3	$295K	Buy	3,662 +161	+5%	+$13K	0.04%	368
2018 Q2	$283K	Buy	3,501 +215	+7%	+$17.4K	0.06%	338
2018 Q1	$269K	Buy	+3,286	New	+$269K	0.07%	332