IA
IFP 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 | $11.2M | Sell |
151,719
-37,565
| -20% | -$2.77M | 0.32% | 58 |
|
|
2025
Q1 | $13.9M | Buy |
189,284
+7,134
| +4% | +$524K | 0.43% | 39 |
|
|
2024
Q4 | $13.1M | Buy |
182,150
+44,911
| +33% | +$3.23M | 0.43% | 40 |
|
|
2024
Q3 | $10.3M | Buy |
137,239
+44,117
| +47% | +$3.31M | 0.37% | 55 |
|
|
2024
Q2 | $6.71M | Buy |
93,122
+7,140
| +8% | +$514K | 0.27% | 78 |
|
|
2024
Q1 | $6.06M | Buy |
85,982
+10,183
| +13% | +$718K | 0.27% | 83 |
|
|
2023
Q4 | $5.57M | Sell |
75,799
-203,283
| -73% | -$15M | 0.26% | 83 |
|
|
2023
Q3 | $19.5M | Buy |
279,082
+14,450
| +5% | +$1.01M | 0.88% | 17 |
|
|
2023
Q2 | $19.2M | Buy |
264,632
+10,123
| +4% | +$736K | 0.8% | 21 |
|
|
2023
Q1 | $21.2M | Sell |
254,509
-183,170
| -42% | -$15.3M | 0.92% | 13 |
|
|
2022
Q4 | $36.7M | Buy |
437,679
+164,579
| +60% | +$13.8M | 0.98% | 8 |
|
|
2022
Q3 | $22.9M | Buy |
273,100
+33,185
| +14% | +$2.79M | 0.6% | 19 |
|
|
2022
Q2 | $20M | Hold |
239,915
| – | – | 0.64% | 16 |
|
|
2022
Q1 | $20M | Buy |
239,915
+174,906
| +269% | +$14.6M | 0.64% | 16 |
|
|
2021
Q4 | $5.52M | Buy |
65,009
+4,370
| +7% | +$371K | 0.11% | 104 |
|
|
2021
Q3 | $5.2M | Buy |
60,639
+1,637
| +3% | +$140K | 0.1% | 109 |
|
|
2021
Q2 | $5.07M | Buy |
59,002
+6,640
| +13% | +$571K | 0.11% | 111 |
|
|
2021
Q1 | $4.44M | Sell |
52,362
-6,437
| -11% | -$546K | 0.09% | 109 |
|
|
2020
Q4 | $5.19M | Sell |
58,799
-604
| -1% | -$53.3K | 0.21% | 83 |
|
|
2020
Q3 | $5.24M | Sell |
59,403
-301
| -0.5% | -$26.5K | 0.31% | 63 |
|
|
2020
Q2 | $5.27M | Buy |
59,704
+14,009
| +31% | +$1.24M | 0.42% | 50 |
|
|
2020
Q1 | $3.91M | Buy |
45,695
+4,465
| +11% | +$382K | 0.39% | 54 |
|
|
2019
Q4 | $3.46M | Buy |
41,230
+17,180
| +71% | +$1.44M | 0.26% | 92 |
|
|
2019
Q3 | $2.03M | Buy |
+24,050
| New | +$2.03M | 0.14% | 168 |
|
|
2019
Q1 | $2.98M | Sell |
36,772
-31,119
| -46% | -$2.53M | 0.41% | 43 |
|
|
2018
Q4 | $5.36M | Sell |
67,891
-250,118
| -79% | -$19.8M | 0.33% | 66 |
|
|
2018
Q3 | $25M | Sell |
318,009
-16,910
| -5% | -$1.33M | 1.02% | 10 |
|
|
2018
Q2 | $26.5M | Buy |
334,919
+19,509
| +6% | +$1.54M | 1.12% | 10 |
|
|
2018
Q1 | $25.7M | Hold |
315,410
| – | – | 1.17% | 7 |
|
|
2017
Q4 | $25.7M | Sell |
315,410
-39,011
| -11% | -$3.18M | 1.17% | 7 |
|
|
2017
Q3 | $29M | Buy |
354,421
+46,375
| +15% | +$3.8M | 1.15% | 9 |
|
|
2017
Q2 | $25.2M | Buy |
308,046
+53,016
| +21% | +$4.34M | 1.07% | 9 |
|
|
2017
Q1 | $20.7M | Buy |
255,030
+10,249
| +4% | +$831K | 0.9% | 10 |
|
|
2016
Q4 | $19.8M | Sell |
244,781
-136,957
| -36% | -$11.1M | 0.95% | 9 |
|
|
2016
Q3 | $32.1M | Sell |
381,738
-23,107
| -6% | -$1.94M | 1.67% | 3 |
|
|
2016
Q2 | $34.1M | Buy |
404,845
+368,073
| +1,001% | +$31M | 1.91% | 1 |
|
|
2016
Q1 | $2.98M | Sell |
36,772
-150,698
| -80% | -$12.2M | 0.41% | 43 |
|
|
2015
Q4 | $15.1M | Buy |
+187,470
| New | +$15.1M | 1.02% | 10 |
|