Sovereign Investment Advisors’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 | $13.5M | Buy |
182,685
+6,659
| +4% | +$490K | 3.7% | 8 |
|
|
2025
Q1 | $12.8M | Sell |
176,026
-4,394
| -2% | -$319K | 4.45% | 7 |
|
|
2024
Q4 | $13M | Buy |
180,420
+1,721
| +1% | +$124K | 3.86% | 7 |
|
|
2024
Q3 | $13.4M | Buy |
178,699
+3,444
| +2% | +$259K | 4.4% | 7 |
|
|
2024
Q2 | $12.9M | Sell |
175,255
-771
| -0.4% | -$56.7K | 4.81% | 7 |
|
|
2024
Q1 | $12.8M | Buy |
176,026
+771
| +0.4% | +$56K | 4.41% | 7 |
|
|
2023
Q4 | $12.9M | Buy |
175,255
+1,526
| +0.9% | +$112K | 4.81% | 7 |
|
|
2023
Q3 | $12.1M | Buy |
173,729
+1,628
| +0.9% | +$114K | 4.75% | 6 |
|
|
2023
Q2 | $12.5M | Buy |
172,101
+14,383
| +9% | +$1.05M | 4.73% | 6 |
|
|
2023
Q1 | $11.6M | Buy |
157,718
+616
| +0.4% | +$45.5K | 4.62% | 6 |
|
|
2022
Q4 | $11.3M | Buy |
157,102
+1,196
| +0.8% | +$85.9K | 4.74% | 6 |
|
|
2022
Q3 | $11.1M | Buy |
155,906
+791
| +0.5% | +$56.4K | 4.98% | 6 |
|
|
2022
Q2 | $11.7M | Buy |
155,115
+817
| +0.5% | +$61.5K | 5.06% | 5 |
|
|
2022
Q1 | $12.3M | Buy |
154,298
+415
| +0.3% | +$33K | 4.83% | 6 |
|
|
2021
Q4 | $13M | Buy |
153,883
+1,002
| +0.7% | +$84.9K | 5.08% | 5 |
|
|
2021
Q3 | $13.1M | Buy |
152,881
+591
| +0.4% | +$50.5K | 5.21% | 5 |
|
|
2021
Q2 | $13.1M | Buy |
152,290
+675
| +0.4% | +$58K | 4.94% | 5 |
|
|
2021
Q1 | $12.8M | Buy |
151,615
+390
| +0.3% | +$33K | 5.1% | 5 |
|
|
2020
Q4 | $13.3M | Buy |
151,225
+1,041
| +0.7% | +$91.8K | 5.41% | 5 |
|
|
2020
Q3 | $13.2M | Buy |
150,184
+661
| +0.4% | +$58.3K | 5.19% | 5 |
|
|
2020
Q2 | $13.2M | Buy |
149,523
+756
| +0.5% | +$66.8K | 6% | 4 |
|
|
2020
Q1 | $12.7M | Buy |
148,767
+26,503
| +22% | +$2.26M | 6.57% | 4 |
|
|
2019
Q4 | $10.3M | Buy |
+122,264
| New | +$10.3M | 4.65% | 6 |
|