RCS
Retirement Capital Strategies’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 | $17.6M | Buy |
227,780
+99,705
| +78% | +$7.71M | 6.98% | 3 |
|
|
2025
Q1 | $9.81M | Buy |
+128,075
| New | +$9.81M | 3.83% | 6 |
|
|
2024
Q4 | – | Sell |
-156,657
| Closed | -$12.3M | – | 78 |
|
|
2024
Q3 | $12.3M | Buy |
156,657
+123,752
| +376% | +$9.7M | 4.81% | 6 |
|
|
2024
Q2 | $2.46M | Sell |
32,905
-124,906
| -79% | -$9.35M | 0.99% | 27 |
|
|
2024
Q1 | $11.9M | Buy |
+157,811
| New | +$11.9M | 4.87% | 6 |
|