SIS
Strategic Investment Solutions’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 | $168K | Buy |
2,176
+655
| +43% | +$50.7K | 0.05% | 135 |
|
2025
Q1 | $116K | Hold |
1,521
| – | – | 0.03% | 128 |
|
2024
Q4 | $114K | Hold |
1,521
| – | – | 0.04% | 128 |
|
2024
Q3 | $119K | Buy |
+1,521
| New | +$119K | 0.04% | 126 |
|
2023
Q4 | $116K | Sell |
1,521
-94,302
| -98% | -$7.2M | 0.02% | 283 |
|
2023
Q3 | $7.09M | Buy |
+95,823
| New | +$7.09M | 0.09% | 119 |
|