Sovereign 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 | $7.7M | Buy |
99,588
+3,930
| +4% | +$304K | 2.12% | 16 |
|
|
2025
Q1 | $7.21M | Sell |
95,658
-2,555
| -3% | -$193K | 2.51% | 15 |
|
|
2024
Q4 | $7.34M | Buy |
98,213
+1,049
| +1% | +$78.4K | 2.18% | 16 |
|
|
2024
Q3 | $7.61M | Buy |
97,164
+1,966
| +2% | +$154K | 2.5% | 15 |
|
|
2024
Q2 | $7.27M | Sell |
95,198
-460
| -0.5% | -$35.1K | 2.71% | 12 |
|
|
2024
Q1 | $7.21M | Buy |
95,658
+460
| +0.5% | +$34.7K | 2.49% | 15 |
|
|
2023
Q4 | $7.27M | Buy |
95,198
+919
| +1% | +$70.2K | 2.71% | 12 |
|
|
2023
Q3 | $6.82M | Buy |
94,279
+633
| +0.7% | +$45.8K | 2.67% | 12 |
|
|
2023
Q2 | $7.05M | Buy |
93,646
+570
| +0.6% | +$42.9K | 2.66% | 14 |
|
|
2023
Q1 | $7.14M | Buy |
93,076
+346
| +0.4% | +$26.6K | 2.83% | 12 |
|
|
2022
Q4 | $6.89M | Buy |
92,730
+663
| +0.7% | +$49.3K | 2.89% | 12 |
|
|
2022
Q3 | $6.77M | Buy |
92,067
+429
| +0.5% | +$31.5K | 3.03% | 12 |
|
|
2022
Q2 | $7.12M | Buy |
91,638
+429
| +0.5% | +$33.3K | 3.08% | 10 |
|
|
2022
Q1 | $7.47M | Buy |
91,209
+234
| +0.3% | +$19.2K | 2.94% | 9 |
|
|
2021
Q4 | $7.97M | Buy |
90,975
+1,286
| +1% | +$113K | 3.11% | 9 |
|
|
2021
Q3 | $8.02M | Buy |
89,689
+348
| +0.4% | +$31.1K | 3.2% | 9 |
|
|
2021
Q2 | $8.04M | Buy |
89,341
+616
| +0.7% | +$55.4K | 3.04% | 9 |
|
|
2021
Q1 | $7.87M | Buy |
88,725
+233
| +0.3% | +$20.7K | 3.13% | 9 |
|
|
2020
Q4 | $8.22M | Buy |
88,492
+990
| +1% | +$91.9K | 3.33% | 7 |
|
|
2020
Q3 | $8.18M | Buy |
87,502
+389
| +0.4% | +$36.4K | 3.2% | 8 |
|
|
2020
Q2 | $8.12M | Buy |
87,113
+442
| +0.5% | +$41.2K | 3.69% | 9 |
|
|
2020
Q1 | $7.74M | Buy |
86,671
+16,194
| +23% | +$1.45M | 4% | 9 |
|
|
2019
Q4 | $6.15M | Buy |
+70,477
| New | +$6.15M | 2.79% | 10 |
|