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Shepherd Kaplan Krochuk’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio BIV Stock Details BIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$611K Buy
7,896
+80
+1% +$6.19K 0.53% 43
2025
Q1 		$598K Buy
7,816
+4,623
+145% +$354K 0.51% 44
2024
Q4 		$239K Hold
3,193
– – 0.2% 49
2024
Q3 		$250K Buy
+3,193
New +$250K 0.19% 53