UMB Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $683K | Hold |
8,837
| – | – | 0.01% | 372 |
|
2025
Q1 | $677K | Sell |
8,837
-686
| -7% | -$52.5K | 0.01% | 370 |
|
2024
Q4 | $712K | Hold |
9,523
| – | – | 0.01% | 362 |
|
2024
Q3 | $746K | Sell |
9,523
-1,341
| -12% | -$105K | 0.01% | 360 |
|
2024
Q2 | $814K | Sell |
10,864
-1,433
| -12% | -$107K | 0.01% | 346 |
|
2024
Q1 | $927K | Buy |
12,297
+565
| +5% | +$42.6K | 0.01% | 339 |
|
2023
Q4 | $896K | Sell |
11,732
-1,988
| -14% | -$152K | 0.01% | 342 |
|
2023
Q3 | $992K | Sell |
13,720
-1,473
| -10% | -$107K | 0.02% | 321 |
|
2023
Q2 | $1.14M | Buy |
15,193
+3,951
| +35% | +$297K | 0.02% | 314 |
|
2023
Q1 | $863K | Sell |
11,242
-2,047
| -15% | -$157K | 0.01% | 348 |
|
2022
Q4 | $988K | Sell |
13,289
-12,760
| -49% | -$949K | 0.02% | 337 |
|
2022
Q3 | $1.91M | Buy |
26,049
+20,703
| +387% | +$1.52M | 0.03% | 264 |
|
2022
Q2 | $415K | Buy |
5,346
+467
| +10% | +$36.3K | 0.01% | 493 |
|
2022
Q1 | $400K | Hold |
4,879
| – | – | 0.01% | 513 |
|
2021
Q4 | $427K | Hold |
4,879
| – | – | 0.01% | 505 |
|
2021
Q3 | $436K | Hold |
4,879
| – | – | 0.01% | 303 |
|
2021
Q2 | $439K | Hold |
4,879
| – | – | 0.01% | 298 |
|
2021
Q1 | $433K | Hold |
4,879
| – | – | 0.01% | 293 |
|
2020
Q4 | $453K | Buy |
+4,879
| New | +$453K | 0.01% | 282 |
|
2019
Q4 | – | Sell |
-2,878
| Closed | -$253 | – | 367 |
|
2019
Q3 | $253 | Buy |
+2,878
| New | +$253 | 0.01% | 338 |
|