Zuckerman Investment Group’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
$751K Buy
9,713
+707
+8% +$54.7K 0.07% 89
2025
Q1
$690K Buy
9,006
+3
+0% +$230 0.07% 93
2024
Q4
$675K Buy
9,003
+537
+6% +$40.2K 0.06% 95
2024
Q3
$663K Buy
8,466
+730
+9% +$57.2K 0.07% 89
2024
Q2
$579K Buy
7,736
+879
+13% +$65.8K 0.07% 94
2024
Q1
$517K Buy
6,857
+229
+3% +$17.3K 0.06% 93
2023
Q4
$506K Buy
6,628
+1,475
+29% +$113K 0.07% 89
2023
Q3
$373K Buy
+5,153
New +$373K 0.05% 97