Ironwood Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,742
| Closed | -$424K | – | 168 |
|
|
2023
Q1 | $424K | Sell |
5,742
-572
| -9% | -$42.2K | 0.27% | 108 |
|
|
2022
Q4 | $454K | Sell |
6,314
-13,224
| -68% | -$950K | 0.3% | 102 |
|
|
2022
Q3 | $1.39M | Buy |
19,538
+3,337
| +21% | +$238K | 0.98% | 30 |
|
|
2022
Q2 | $1.22M | Buy |
16,201
+444
| +3% | +$33.4K | 0.82% | 38 |
|
|
2022
Q1 | $1.25M | Buy |
15,757
+5,589
| +55% | +$444K | 0.68% | 46 |
|
|
2021
Q4 | $862K | Sell |
10,168
-891
| -8% | -$75.5K | 0.43% | 80 |
|
|
2021
Q3 | $945K | Sell |
11,059
-258
| -2% | -$22K | 0.49% | 70 |
|
|
2021
Q2 | $972K | Buy |
11,317
+625
| +6% | +$53.7K | 0.49% | 72 |
|
|
2021
Q1 | $906K | Buy |
10,692
+231
| +2% | +$19.6K | 0.48% | 74 |
|
|
2020
Q4 | $923K | Sell |
10,461
-39
| -0.4% | -$3.44K | 0.54% | 63 |
|
|
2020
Q3 | $926K | Buy |
+10,500
| New | +$926K | 0.66% | 49 |
|