NFP Retirement Inc’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
$253K Buy
3,266
+30
+0.9% +$2.32K 0.02% 267
2025
Q1
$248K Buy
3,236
+124
+4% +$9.49K 0.02% 246
2024
Q4
$233K Buy
3,112
+36
+1% +$2.69K 0.02% 265
2024
Q3
$241K Buy
3,076
+27
+0.9% +$2.12K 0.02% 249
2024
Q2
$228K Buy
+3,049
New +$228K 0.02% 256
2024
Q1
Sell
-2,624
Closed -$200K 282
2023
Q4
$200K Buy
+2,624
New +$200K 0.03% 232