Shade Tree Advisors LLC BIV Holdings History
Number of Shares
19,256.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
1.46%
Total Estimate Gain
$14,249.44
% of Total Estimate Gain
0.97%
Shade Tree Advisors LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Shade Tree Advisors LLC held 19,256.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $1.47 Mil. This investment constitutes 1.46% of their stock portfolio, and Shade Tree Advisors LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and BIV's current price of $76.73, Shade Tree Advisors LLC's estimated gain on his BIV holdings is $14,249.44, reflecting a 0.97% gain to date.
Shade Tree Advisors LLC BIV ($76.73) Holding Chart
Shade Tree Advisors LLC BIV ($76.73) 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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