IWS
Integrity Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
20,904
-2,369
| -10% | -$174K | 0.75% | 38 |
|
|
2025
Q1 | $1.71M | Sell |
23,273
-4,827
| -17% | -$355K | 0.93% | 36 |
|
|
2024
Q4 | $2.02M | Buy |
28,100
+2,350
| +9% | +$169K | 1.13% | 31 |
|
|
2024
Q3 | $1.93M | Buy |
25,750
+757
| +3% | +$56.9K | 1.13% | 29 |
|
|
2024
Q2 | $1.8M | Buy |
24,993
+3,258
| +15% | +$235K | 1.17% | 32 |
|
|
2024
Q1 | $1.58M | Buy |
21,735
+213
| +1% | +$15.5K | 1.03% | 35 |
|
|
2023
Q4 | $1.58M | Buy |
+21,522
| New | +$1.58M | 1.1% | 36 |
|