IAA
Independent Advisor Alliance’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+3,106
| New | +$229K | 0.01% | 793 |
|
|
2025
Q1 | – | Sell |
-52,777
| Closed | -$3.8M | – | 850 |
|
|
2024
Q4 | $3.8M | Buy |
+52,777
| New | +$3.8M | 0.05% | 338 |
|
|
2024
Q3 | – | Sell |
-78,722
| Closed | -$5.67M | – | 710 |
|
|
2024
Q2 | $5.67M | Sell |
78,722
-2,829
| -3% | -$204K | 0.19% | 92 |
|
|
2024
Q1 | $5.92M | Sell |
81,551
-35,575
| -30% | -$2.58M | 0.21% | 85 |
|
|
2023
Q4 | $8.41M | Buy |
117,126
+63,252
| +117% | +$4.54M | 0.3% | 61 |
|
|
2023
Q3 | $3.76M | Buy |
53,874
+6,909
| +15% | +$482K | 0.17% | 112 |
|
|
2023
Q2 | $3.41M | Buy |
46,965
+15,719
| +50% | +$1.14M | 0.15% | 129 |
|
|
2023
Q1 | $2.31M | Sell |
31,246
-1,751
| -5% | -$129K | 0.11% | 171 |
|
|
2022
Q4 | $2.37M | Buy |
32,997
+1,884
| +6% | +$135K | 0.81% | 20 |
|
|
2022
Q3 | $2.22M | Buy |
31,113
+20,535
| +194% | +$1.46M | 0.13% | 152 |
|
|
2022
Q2 | $796K | Buy |
10,578
+122
| +1% | +$9.18K | 0.04% | 305 |
|
|
2022
Q1 | $832K | Sell |
10,456
-9
| -0.1% | -$716 | 0.04% | 307 |
|
|
2021
Q4 | $887K | Sell |
10,465
-1,250
| -11% | -$106K | 0.04% | 297 |
|
|
2021
Q3 | $1M | Buy |
11,715
+137
| +1% | +$11.7K | 0.06% | 266 |
|
|
2021
Q2 | $994K | Buy |
11,578
+1,147
| +11% | +$98.5K | 0.05% | 280 |
|
|
2021
Q1 | $884K | Buy |
10,431
+694
| +7% | +$58.8K | 0.05% | 276 |
|
|
2020
Q4 | $859K | Buy |
9,737
+154
| +2% | +$13.6K | 0.06% | 239 |
|
|
2020
Q3 | $839K | Buy |
9,583
+697
| +8% | +$61K | 0.06% | 210 |
|
|
2020
Q2 | $795K | Buy |
8,886
+77
| +0.9% | +$6.89K | 0.09% | 193 |
|
|
2020
Q1 | $752K | Sell |
8,809
-96,161
| -92% | -$8.21M | 0.11% | 152 |
|
|
2019
Q4 | $8.8M | Buy |
104,970
+100,759
| +2,393% | +$8.45M | 0.38% | 58 |
|
|
2019
Q3 | $351K | Buy |
+4,211
| New | +$351K | 0.04% | 302 |
|
|
2019
Q2 | – | Sell |
-9,237
| Closed | -$750K | – | 420 |
|
|
2019
Q1 | $750K | Sell |
9,237
-8,642
| -48% | -$702K | 0.11% | 176 |
|
|
2018
Q4 | $1.43M | Buy |
+17,879
| New | +$1.43M | 0.25% | 90 |
|
|
2017
Q2 | – | Sell |
-114,562
| Closed | -$9.3M | – | 251 |
|
|
2017
Q1 | $9.3M | Buy |
+114,562
| New | +$9.3M | 1.47% | 6 |
|