SVB Wealth’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
2024 Q2	–	Sell	-3,413	Closed	-$257K	–	759
2024 Q1	$257K	Sell	3,413 -767	-18%	-$57.8K	0.01%	681
2023 Q4	$319K	Sell	4,180 -125	-3%	-$9.15K	0.01%	605
2023 Q3	$311K	Sell	4,305 -3,249	-43%	-$240K	0.01%	597
2023 Q2	$568K	Sell	7,554 -13,025	-63%	-$992K	0.01%	452
2023 Q1	$1.58M	Sell	20,579 -27	-0.1%	-$2.04K	0.02%	309
2022 Q4	$1.53M	Sell	20,606 -11,437	-36%	-$847K	0.02%	314
2022 Q3	$2.35M	Sell	32,043 -9,898	-24%	-$766K	0.03%	237
2022 Q2	$3.26M	Buy	41,941 +3,027	+8%	+$237K	0.05%	179
2022 Q1	$3.19M	Sell	38,914 -2,932	-7%	-$248K	0.04%	179
2021 Q4	$3.67M	Buy	41,846 +282	+0.7%	+$25K	0.06%	166
2021 Q3	$3.72M	Sell	41,564 -1,755	-4%	-$159K	0.05%	191
2021 Q2	$3.9M	Buy	43,319 +305	+0.7%	+$27.2K	0.05%	187
2021 Q1	$3.82M	Sell	43,014 -6,142	-12%	-$558K	0.05%	181
2020 Q4	$4.56M	Sell	49,156 -3,800	-7%	-$354K	0.07%	164
2020 Q3	$4.95M	Sell	52,956 -18,457	-26%	-$1.73M	0.08%	148
2020 Q2	$6.65M	Buy	71,413 +34,221	+92%	+$3.13M	0.12%	115
2020 Q1	$3.32M	Sell	37,192 -42,203	-53%	-$3.74M	0.08%	143
2019 Q4	$6.92M	Buy	79,395 +5,081	+7%	+$445K	0.13%	117
2019 Q3	$6.54M	Buy	74,314 +58,216	+362%	+$5.09M	0.13%	115
2019 Q2	$1.39M	Buy	+16,098	New	+$1.36M	0.05%	239