Principal Securities’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.8M | Sell |
350,471
-23,608
| -6% | -$1.74M | 0.48% | 40 |
|
2025
Q1 | $26.9M | Hold |
374,079
| – | – | 0.6% | 33 |
|
2024
Q4 | $26.9M | Buy |
374,079
+90,724
| +32% | +$6.52M | 0.61% | 33 |
|
2024
Q3 | $21.3M | Buy |
283,355
+21,032
| +8% | +$1.58M | 0.51% | 36 |
|
2024
Q2 | $18.9M | Buy |
262,323
+12,849
| +5% | +$926K | 0.52% | 34 |
|
2024
Q1 | $18.1M | Buy |
249,474
+17,111
| +7% | +$1.24M | 0.56% | 33 |
|
2023
Q4 | $17.1M | Buy |
+232,363
| New | +$17.1M | 0.64% | 30 |
|