TIAM2
Tru Independence Asset Management 2’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,599
| Closed | -$403K | – | 99 |
|
|
2021
Q4 | $403K | Sell |
4,599
-117
| -2% | -$10.3K | 0.21% | 81 |
|
|
2021
Q3 | $422K | Sell |
4,716
-58
| -1% | -$5.19K | 0.3% | 64 |
|
|
2021
Q2 | $429K | Buy |
4,774
+1,662
| +53% | +$149K | 0.29% | 72 |
|
|
2021
Q1 | $276K | Sell |
3,112
-47,656
| -94% | -$4.23M | 0.22% | 88 |
|
|
2020
Q4 | $4.71M | Buy |
+50,768
| New | +$4.71M | 3.97% | 3 |
|