IRON Financial’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-29,402
| Closed | -$2.4M | – | 89 |
|
|
2017
Q4 | $2.4M | Buy |
29,402
+1,616
| +6% | +$132K | 1.67% | 12 |
|
|
2017
Q3 | $2.28M | Buy |
27,786
+1,030
| +4% | +$84.4K | 1.74% | 12 |
|
|
2017
Q2 | $2.19M | Sell |
26,756
-711
| -3% | -$58.2K | 1.94% | 11 |
|
|
2017
Q1 | $2.23M | Buy |
27,467
+1,194
| +5% | +$96.8K | 1.6% | 11 |
|
|
2016
Q4 | $2.12M | Sell |
26,273
-601
| -2% | -$48.6K | 1.45% | 13 |
|
|
2016
Q3 | $2.26M | Buy |
26,874
+116
| +0.4% | +$9.76K | 2.76% | 9 |
|
|
2016
Q2 | $2.26M | Buy |
26,758
+2,925
| +12% | +$247K | 2.91% | 9 |
|
|
2016
Q1 | $1.97M | Buy |
+23,833
| New | +$1.97M | 1.99% | 11 |
|