IAS
IMA Advisory Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
210,113
+8,959
| +4% | +$660K | 1.66% | 14 |
|
|
2025
Q1 | $14.8M | Buy |
201,154
+15,502
| +8% | +$1.14M | 1.75% | 13 |
|
|
2024
Q4 | $13.4M | Buy |
185,652
+4,299
| +2% | +$309K | 1.61% | 9 |
|
|
2024
Q3 | $13.6M | Buy |
+181,353
| New | +$13.6M | 2.96% | 3 |
|
|
2023
Q4 | – | Sell |
-158,763
| Closed | -$11.1M | – | 89 |
|
|
2023
Q3 | $11.1M | Buy |
158,763
+6,452
| +4% | +$450K | 2.86% | 6 |
|
|
2023
Q2 | $11.1M | Buy |
+152,311
| New | +$11.1M | 2.84% | 5 |
|
|
2019
Q2 | – | Sell |
-62
| Closed | -$5K | – | 280 |
|
|
2019
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 230 |
|