SAS
SMI Advisory Services’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 | $24M | Buy |
314,776
+10,366
| +3% | +$792K | 4.64% | 5 |
|
2025
Q1 | $23.2M | Sell |
304,410
-62,738
| -17% | -$4.78M | 5.25% | 5 |
|
2024
Q4 | $27.1M | Buy |
367,148
+12,693
| +4% | +$936K | 6.25% | 5 |
|
2024
Q3 | $27.4M | Buy |
354,455
+6,665
| +2% | +$515K | 6.07% | 5 |
|
2024
Q2 | $26.2M | Buy |
347,790
+14,577
| +4% | +$1.1M | 6.47% | 4 |
|
2024
Q1 | $24.9M | Buy |
333,213
+24,553
| +8% | +$1.83M | 6.98% | 2 |
|
2023
Q4 | $23.5M | Buy |
+308,660
| New | +$23.5M | 5.95% | 5 |
|
2021
Q4 | – | Sell |
-175,705
| Closed | -$15.7M | – | 35 |
|
2021
Q3 | $15.7M | Buy |
+175,705
| New | +$15.7M | 7.04% | 7 |
|