SIM
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Sims Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Sims Investment Management’s Portfolio BND Stock Details BND Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$999K Buy
13,573
+846
+7% +$62.3K 0.4% 20
2025
Q1 		$935K Buy
12,727
+7,305
+135% +$537K 0.42% 20
2024
Q4 		$390K Buy
+5,422
New +$390K 0.22% 27