SIS
SVB Investment Services’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 |
-1,700
| Closed | -$158K | – | 37 |
|
|
2020
Q4 | $158K | Sell |
1,700
-529
| -24% | -$49.2K | 0.12% | 43 |
|
|
2020
Q3 | $208K | Hold |
2,229
| – | – | 0.18% | 36 |
|
|
2020
Q2 | $208K | Hold |
2,229
| – | – | 0.19% | 33 |
|
|
2020
Q1 | $199K | Sell |
2,229
-934
| -30% | -$83.4K | 0.17% | 34 |
|
|
2019
Q4 | $276K | Buy |
+3,163
| New | +$276K | 0.26% | 31 |
|