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Sequoia Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sequoia Financial Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$378K Sell
4,883
-2,314
-32% -$179K ﹤0.01% 1133
2025
Q1 		$551K Sell
7,197
-2,199
-23% -$168K ﹤0.01% 815
2024
Q4 		$702K Buy
+9,396
New +$702K 0.01% 687