JMG Financial Group’s Vanguard Total Bond Market BND Stock Holding History

JMG Financial Group’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$801K	Buy	10,875 +16	+0.1%	+$1.18K	0.02%	75
2025 Q1	$798K	Buy	10,859 +4,971	+84%	+$365K	0.03%	75
2024 Q4	$423K	Buy	5,888 +54	+0.9%	+$3.88K	0.01%	91
2024 Q3	$438K	Sell	5,834 -38	-0.6%	-$2.85K	0.02%	90
2024 Q2	$423K	Sell	5,872 -11	-0.2%	-$793	0.02%	88
2024 Q1	$427K	Buy	5,883 +80	+1%	+$5.81K	0.02%	88
2023 Q4	$427K	Buy	5,803 +65	+1%	+$4.78K	0.02%	89
2023 Q3	$400K	Hold	5,738	–	–	0.02%	85
2023 Q2	$417K	Buy	5,738 +383	+7%	+$27.8K	0.02%	83
2023 Q1	$395K	Buy	5,355 +27	+0.5%	+$1.99K	0.02%	83
2022 Q4	$383K	Sell	5,328 -4,729	-47%	-$340K	0.02%	80
2022 Q3	$717K	Sell	10,057 -17,813	-64%	-$1.27M	0.05%	56
2022 Q2	$2.1M	Sell	27,870 -2,685	-9%	-$202K	0.13%	39
2022 Q1	$2.43M	Hold	30,555	–	–	0.12%	41
2021 Q4	$2.59M	Sell	30,555 -835	-3%	-$70.8K	0.13%	39
2021 Q3	$2.68M	Buy	31,390 +210	+0.7%	+$17.9K	0.15%	36
2021 Q2	$2.68M	Sell	31,180 -73	-0.2%	-$6.27K	0.15%	37
2021 Q1	$2.65M	Sell	31,253 -2,405	-7%	-$204K	0.16%	37
2020 Q4	$2.97M	Sell	33,658 -8,668	-20%	-$764K	0.2%	36
2020 Q3	$3.73M	Buy	42,326 +1,218	+3%	+$107K	0.3%	29
2020 Q2	$3.63M	Buy	41,108 +2,379	+6%	+$210K	0.32%	29
2020 Q1	$3.31M	Sell	38,729 -4,842	-11%	-$413K	0.35%	29
2019 Q4	$3.65M	Hold	43,571	–	–	0.36%	33
2019 Q3	$3.68M	Buy	43,571 +18,642	+75%	+$1.57M	0.39%	33
2019 Q2	$2.07M	Hold	24,929	–	–	0.22%	40
2019 Q1	$2.02M	Buy	24,929 +11,706	+89%	+$950K	0.24%	39
2018 Q4	$1.05M	Buy	13,223 +8,203	+163%	+$650K	0.12%	46
2018 Q3	$395K	Hold	5,020	–	–	0.04%	54
2018 Q2	$398K	Hold	5,020	–	–	0.04%	55
2018 Q1	$401K	Hold	5,020	–	–	0.05%	54
2017 Q4	$409K	Hold	5,020	–	–	0.05%	55
2017 Q3	$411K	Buy	5,020 +1,575	+46%	+$129K	0.05%	49
2017 Q2	$282K	Hold	3,445	–	–	0.04%	51
2017 Q1	$279K	Buy	+3,445	New	+$279K	0.04%	52