Retirement Investment Advisors’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
$126M Buy
1,630,295
+69,066
+4% +$5.34M 11.34% 4
2025
Q1
$120M Buy
1,561,229
+122,412
+9% +$9.37M 12.1% 4
2024
Q4
$108M Buy
1,438,817
+63,076
+5% +$4.71M 11.34% 4
2024
Q3
$108M Buy
1,375,741
+96,482
+8% +$7.56M 11.78% 4
2024
Q2
$95.8M Buy
+1,279,259
New +$95.8M 11.63% 4
2023
Q4
$81.4M Sell
1,065,765
-753,611
-41% -$57.6M 11.65% 4
2023
Q3
$132M Buy
1,819,376
+588,965
+48% +$42.6M 11.98% 4
2023
Q2
$92.6M Buy
1,230,411
+489,251
+66% +$36.8M 11.1% 4
2023
Q1
$56.9M Buy
741,160
+613,859
+482% +$47.1M 10.18% 4
2022
Q4
$9.46M Buy
+127,301
New +$9.46M 6.12% 5