Summit Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Summit Financial’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5M	Buy	175,367 +108,699	+163%	+$8.46M	0.17%	115
2025 Q4	$5.19M	Buy	66,668 +25,044	+60%	+$1.96M	0.08%	251
2025 Q3	$3.25M	Buy	41,624 +16,533	+66%	+$1.28M	0.05%	358
2025 Q2	$1.94M	Sell	25,091 -39,227	-61%	-$2.99M	0.04%	296
2025 Q1	$4.92M	Buy	64,318 +2,281	+4%	+$172K	0.14%	141
2024 Q4	$4.64M	Buy	62,037 +10,008	+19%	+$761K	0.16%	114
2024 Q3	$4.08M	Buy	52,029 +1,617	+3%	+$125K	0.16%	109
2024 Q2	$3.78M	Buy	50,412 +34,228	+211%	+$2.54M	0.17%	95
2024 Q1	$1.22M	Sell	16,184 -2,114	-12%	-$159K	0.07%	166
2023 Q4	$1.4M	Sell	18,298 -562	-3%	-$41.2K	0.09%	138
2023 Q3	$1.36M	Buy	18,860 +259	+1%	+$19.2K	0.1%	127
2023 Q2	$1.4M	Sell	18,601 -2,506	-12%	-$191K	0.1%	117
2023 Q1	$1.62M	Sell	21,107 -2,565	-11%	-$194K	0.14%	77
2022 Q4	$1.76M	Sell	23,672 -630	-3%	-$46.7K	0.17%	70
2022 Q3	$1.79M	Buy	24,302 +1,644	+7%	+$127K	0.17%	64
2022 Q2	$1.76M	Sell	22,658 -1,312	-5%	-$103K	0.16%	62
2022 Q1	$1.96M	Buy	23,970 +626	+3%	+$52.9K	0.15%	62
2021 Q4	$2.05M	Buy	23,344 +2,178	+10%	+$193K	0.16%	57
2021 Q3	$1.89M	Sell	21,166 -720	-3%	-$65.2K	0.16%	43
2021 Q2	$1.97M	Buy	21,886 +2,848	+15%	+$254K	0.2%	37
2021 Q1	$1.69M	Sell	19,038 -1,105	-5%	-$100K	0.22%	22
2020 Q4	$1.87M	Buy	20,143 +14	+0.1%	+$1.3K	0.26%	21
2020 Q3	$1.88M	Buy	20,129 +323	+2%	+$30.3K	0.31%	13
2020 Q2	$1.85M	Sell	19,806 -552	-3%	-$50.5K	0.33%	14
2020 Q1	$1.82M	Buy	20,358 +1,012	+5%	+$89.8K	0.4%	12
2019 Q4	$1.69M	Sell	19,346 -23,268	-55%	-$2.04M	0.29%	13
2019 Q3	$2.56M	Buy	42,614 +19,765	+87%	+$1.73M	0.43%	14
2019 Q2	$1.98M	Buy	22,849 +810	+4%	+$68.4K	0.33%	14
2019 Q1	$1.85M	Buy	22,039 +4,143	+23%	+$341K	0.32%	15
2018 Q4	$1.45M	Buy	+17,896	New	+$1.43M	0.28%	15