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
Q4 | – | Sell |
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|
2025
Q3 | $104K | Sell |
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|
2025
Q2 | $148K | Sell |
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2025
Q1 | $243K | Sell |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $193K | Buy |
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