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

Uptown Financial Advisors’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
2025 Q3	$3.55M	Sell
2025 Q2	$3.57M	Sell
2025 Q1	$3.67M	Buy
2024 Q4	$3.25M	Buy