IWM
IHT Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
9,723
-12,565
| -56% | -$925K | 0.02% | 593 |
|
|
2025
Q1 | $1.64M | Sell |
22,288
-13,621
| -38% | -$1M | 0.05% | 332 |
|
|
2024
Q4 | $2.58M | Sell |
35,909
-17,623
| -33% | -$1.27M | 0.08% | 224 |
|
|
2024
Q3 | $4.02M | Buy |
53,532
+29,669
| +124% | +$2.23M | 0.11% | 188 |
|
|
2024
Q2 | $1.72M | Buy |
23,863
+9,171
| +62% | +$661K | 0.06% | 283 |
|
|
2024
Q1 | $1.07M | Sell |
14,692
-7,975
| -35% | -$579K | 0.04% | 399 |
|
|
2023
Q4 | $1.67M | Sell |
22,667
-1,785
| -7% | -$131K | 0.07% | 256 |
|
|
2023
Q3 | $1.71M | Buy |
24,452
+174
| +0.7% | +$12.1K | 0.09% | 219 |
|
|
2023
Q2 | $1.76M | Buy |
24,278
+12,316
| +103% | +$895K | 0.09% | 207 |
|
|
2023
Q1 | $883K | Buy |
11,962
+1,644
| +16% | +$121K | 0.05% | 337 |
|
|
2022
Q4 | $14.3M | Sell |
10,318
-606
| -6% | -$839K | 0.9% | 16 |
|
|
2022
Q3 | $779K | Buy |
10,924
+1,087
| +11% | +$77.5K | 0.06% | 338 |
|
|
2022
Q2 | $740K | Sell |
9,837
-683
| -6% | -$51.4K | 0.07% | 290 |
|
|
2022
Q1 | $837K | Buy |
10,520
+658
| +7% | +$52.4K | 0.06% | 286 |
|
|
2021
Q4 | $836K | Buy |
9,862
+270
| +3% | +$22.9K | 0.06% | 303 |
|
|
2021
Q3 | $820K | Sell |
9,592
-27,818
| -74% | -$2.38M | 0.07% | 292 |
|
|
2021
Q2 | $3.21M | Buy |
37,410
+1,501
| +4% | +$129K | 0.2% | 107 |
|
|
2021
Q1 | $3.04M | Sell |
35,909
-2,356
| -6% | -$200K | 0.22% | 100 |
|
|
2020
Q4 | $3.38M | Buy |
38,265
+1,594
| +4% | +$141K | 0.28% | 80 |
|
|
2020
Q3 | $3.24M | Buy |
36,671
+3,044
| +9% | +$269K | 0.32% | 69 |
|
|
2020
Q2 | $2.97M | Sell |
33,627
-10,594
| -24% | -$936K | 0.41% | 52 |
|
|
2020
Q1 | $3.77M | Buy |
44,221
+7,391
| +20% | +$631K | 0.54% | 37 |
|
|
2019
Q4 | $3.09M | Sell |
36,830
-2,796
| -7% | -$235K | 0.37% | 60 |
|
|
2019
Q3 | $3.35M | Buy |
39,626
+30,675
| +343% | +$2.59M | 0.46% | 47 |
|
|
2019
Q2 | $744K | Buy |
8,951
+1,198
| +15% | +$99.6K | 0.11% | 216 |
|
|
2019
Q1 | $629K | Sell |
7,753
-20,340
| -72% | -$1.65M | 0.1% | 226 |
|
|
2018
Q4 | $2.23M | Buy |
28,093
+1,945
| +7% | +$154K | 0.43% | 56 |
|
|
2018
Q3 | $2.06M | Buy |
26,148
+11,030
| +73% | +$868K | 0.45% | 54 |
|
|
2018
Q2 | $1.2M | Buy |
15,118
+11,641
| +335% | +$922K | 0.31% | 90 |
|
|
2018
Q1 | $277K | Buy |
3,477
+45
| +1% | +$3.59K | 0.07% | 291 |
|
|
2017
Q4 | $279K | Buy |
3,432
+493
| +17% | +$40.1K | 0.07% | 294 |
|
|
2017
Q3 | $240K | Buy |
2,939
+161
| +6% | +$13.1K | 0.1% | 219 |
|
|
2017
Q2 | $34 | Buy |
2,778
+598
| +27% | +$7 | 0.02% | 623 |
|
|
2017
Q1 | $177K | Sell |
2,180
-210
| -9% | -$17.1K | 0.12% | 196 |
|
|
2016
Q4 | $193K | Buy |
+2,390
| New | +$193K | 0.15% | 162 |
|