Icon Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
2025
Q1
$243K Sell
2024
Q4
$743K Buy
2024
Q3
$314K Buy
2024
Q2
$198K Sell
2024
Q1
$1.43M Sell
2023
Q4
$1.7M Buy
2022
Q4
$1.64M Buy
2022
Q3
$193K Buy