Rothschild Investment LLC’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 | $1.35M | Hold |
17,425
| – | – | 0.08% | 188 |
|
|
2025
Q1 | $1.33M | Hold |
17,425
| – | – | 0.09% | 197 |
|
|
2024
Q4 | $1.3M | Buy |
17,425
+685
| +4% | +$51.2K | 0.09% | 199 |
|
|
2024
Q3 | $1.31M | Hold |
16,740
| – | – | 0.09% | 203 |
|
|
2024
Q2 | $1.25M | Hold |
16,740
| – | – | 0.09% | 200 |
|
|
2024
Q1 | $1.26M | Hold |
16,740
| – | – | 0.09% | 191 |
|
|
2023
Q4 | $1.28M | Buy |
+16,740
| New | +$1.28M | 0.11% | 159 |
|