SGAM
Stephens Group Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,135
| Closed | -$1.78M | – | 24 |
|
|
2020
Q4 | $1.78M | Hold |
19,135
| – | – | 0.21% | 17 |
|
|
2020
Q3 | $1.79M | Hold |
19,135
| – | – | 0.25% | 16 |
|
|
2020
Q2 | $1.79M | Buy |
+19,135
| New | +$1.79M | 0.27% | 16 |
|
|
2019
Q1 | – | Sell |
-128,845
| Closed | -$10.5M | – | 16 |
|
|
2018
Q4 | $10.5M | Buy |
+128,845
| New | +$10.5M | 2.03% | 10 |
|