Poinciana Advisors Group’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
$387K Sell
5,004
-213
-4% -$16.5K 0.35% 49
2025
Q1
$399K Buy
5,217
+33
+0.6% +$2.53K 0.41% 33
2024
Q4
$387K Buy
+5,184
New +$387K 0.39% 36