BIA
BHK Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
339,246
-6,742
| -2% | -$496K | 9.78% | 4 |
|
|
2025
Q1 | $25.4M | Sell |
345,988
-16,699
| -5% | -$1.23M | 10.74% | 2 |
|
|
2024
Q4 | $26.1M | Buy |
362,687
+18,083
| +5% | +$1.3M | 9.79% | 3 |
|
|
2024
Q3 | $25.9M | Sell |
344,604
-595
| -0.2% | -$44.7K | 9.66% | 4 |
|
|
2024
Q2 | $24.9M | Buy |
345,199
+1,227
| +0.4% | +$88.4K | 9.76% | 3 |
|
|
2024
Q1 | $25M | Buy |
343,972
+162,456
| +89% | +$11.8M | 9.6% | 7 |
|
|
2023
Q4 | $13.4M | Sell |
181,516
-171,512
| -49% | -$12.6M | 7.66% | 7 |
|
|
2023
Q3 | $24.6M | Buy |
353,028
+13,722
| +4% | +$958K | 11.33% | 1 |
|
|
2023
Q2 | $24.7M | Sell |
339,306
-1,406
| -0.4% | -$102K | 10.56% | 2 |
|
|
2023
Q1 | $25.2M | Buy |
340,712
+51,941
| +18% | +$3.83M | 10.99% | 2 |
|
|
2022
Q4 | $20.7M | Sell |
288,771
-40,582
| -12% | -$2.92M | 11.67% | 1 |
|
|
2022
Q3 | $23.5M | Sell |
329,353
-37,289
| -10% | -$2.66M | 11.8% | 1 |
|
|
2022
Q2 | $27.6M | Buy |
366,642
+32,239
| +10% | +$2.43M | 12.41% | 1 |
|
|
2022
Q1 | $26.6M | Buy |
334,403
+2,480
| +0.7% | +$197K | 11.12% | 1 |
|
|
2021
Q4 | $28.1M | Sell |
331,923
-2,526
| -0.8% | -$214K | 11.1% | 1 |
|
|
2021
Q3 | $28.6M | Buy |
334,449
+25,940
| +8% | +$2.22M | 11.77% | 1 |
|
|
2021
Q2 | $26.5M | Buy |
308,509
+41,765
| +16% | +$3.59M | 10.82% | 1 |
|
|
2021
Q1 | $23.5M | Hold |
266,744
| – | – | 10.92% | 1 |
|
|
2020
Q4 | $23.5M | Buy |
266,744
+35,689
| +15% | +$3.15M | 10.98% | 1 |
|
|
2020
Q3 | $20.4M | Buy |
231,055
+26,454
| +13% | +$2.33M | 11.47% | 1 |
|
|
2020
Q2 | $18.1M | Buy |
204,601
+6,391
| +3% | +$565K | 10.68% | 1 |
|
|
2020
Q1 | $16.9M | Sell |
198,210
-4,980
| -2% | -$425K | 12.04% | 1 |
|
|
2019
Q4 | $17M | Buy |
203,190
+15,396
| +8% | +$1.29M | 9.71% | 1 |
|
|
2019
Q3 | $15.9M | Buy |
187,794
+5,612
| +3% | +$474K | 9.16% | 1 |
|
|
2019
Q2 | $15.1M | Buy |
182,182
+26,024
| +17% | +$2.16M | 8.61% | 1 |
|
|
2019
Q1 | $12.7M | Buy |
156,158
+6,002
| +4% | +$487K | 7.69% | 1 |
|
|
2018
Q4 | $11.9M | Sell |
150,156
-3,864
| -3% | -$306K | 8.94% | 1 |
|
|
2018
Q3 | $12.1M | Sell |
154,020
-7,001
| -4% | -$551K | 8.16% | 1 |
|
|
2018
Q2 | $12.8M | Buy |
161,021
+7,886
| +5% | +$624K | 8.87% | 1 |
|
|
2018
Q1 | $12.2M | Buy |
153,135
+29,857
| +24% | +$2.39M | 9.03% | 1 |
|
|
2017
Q4 | $10.1M | Buy |
+123,278
| New | +$10.1M | 8.48% | 1 |
|