Stephens Consulting’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18,332	Closed	-$1.42M	–	489
2025 Q2	$1.42M	Sell	18,332 -511	-3%	-$38.9K	0.34%	35
2025 Q1	$1.44M	Sell	18,843 -139	-0.7%	-$10.5K	0.36%	30
2024 Q4	$1.42M	Buy	18,982 +5	+0%	+$380	0.36%	33
2024 Q3	$1.49M	Buy	18,977 +18	+0.1%	+$1.39K	0.38%	33
2024 Q2	$1.42M	Sell	18,959 -610	-3%	-$45.3K	0.4%	31
2024 Q1	$1.48M	Sell	19,569 -1,323	-6%	-$99.7K	0.45%	27
2023 Q4	$1.6M	Sell	20,892 -256	-1%	-$18.7K	0.54%	26
2023 Q3	$1.53M	Sell	21,148 -747	-3%	-$55.3K	0.62%	22
2023 Q2	$1.65M	Sell	21,895 -157	-0.7%	-$12K	0.65%	22
2023 Q1	$1.69M	Sell	22,052 -68	-0.3%	-$5.15K	1.02%	20
2022 Q4	$1.64M	Buy	22,120 +17,707	+401%	+$1.31M	1.09%	17
2022 Q3	$324K	Sell	4,413 -610	-12%	-$47.2K	0.29%	53
2022 Q2	$390K	Buy	5,023 +2,381	+90%	+$187K	0.32%	38
2022 Q1	$216K	Hold	2,642	–	–	0.18%	74
2021 Q4	$231K	Buy	+2,642	New	+$234K	0.2%	88