Conrad Siegel Investment Advisors, Inc. BIV Holdings History
Conrad Siegel Investment Advisors, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 82,272.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $6.36 Mil. This investment constitutes 1.43% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2022Q1. And since then Conrad Siegel Investment Advisors, Inc. has made 3 purchases of BIV, at an average price of $75.98, for a total of 82,407.00 shares. In addition, there have been 1 sales at an average price of $78.18 for 135.00 shares. Based on historical transaction data and BIV's current price of $76.76, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his BIV holdings is $64,387.91, reflecting a 1.03% gain to date.
Conrad Siegel Investment Advisors, Inc. BIV ($76.76) Holding Chart
Conrad Siegel Investment Advisors, Inc. BIV ($76.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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