Cypress Wealth Services, LLC Vanguard Bd Index Fd Inc Total Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$73.3 - $79.23 $101,007 - $109,178	-1,378 Reduced 29.28%	3,329 $251,000
Q1 2022 Apr 22, 2022	SELL	$78.72 - $84.18 $12,201 - $13,047	-155 Reduced 3.19%	4,707 $374,000
Q4 2021 Jan 19, 2022	SELL	$84.47 - $85.89 $21,370 - $21,730	-253 Reduced 4.95%	4,862 $412,000
Q3 2021 Oct 13, 2021	SELL	$85.45 - $86.85 $8,459 - $8,598	-99 Reduced 1.9%	5,115 $437,000
Q1 2021 Apr 28, 2021	SELL	$84.36 - $88.07 $44,626 - $46,589	-529 Reduced 9.21%	5,214 $442,000
Q4 2020 Jan 22, 2021	SELL	$87.44 - $88.49 $1,399 - $1,415	-16 Reduced 0.28%	5,743 $506,000
Q2 2020 Jul 15, 2020	SELL	$85.6 - $88.34 $407,284 - $420,321	-4,758 Reduced 45.24%	5,759 $509,000
Q1 2020 Apr 10, 2020	SELL	$80.33 - $87.96 $75,670 - $82,858	-942 Reduced 8.22%	10,517 $898,000
Q4 2019 Jan 14, 2020	SELL	$83.39 - $84.94 $45,113 - $45,952	-541 Reduced 4.51%	11,459 $961,000
Q3 2019 Oct 16, 2019	SELL	$83.3 - $84.54 $62,641 - $63,574	-752 Reduced 5.9%	12,000 $1.01 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-600 Reduced 4.49%	12,752 $1.06 Million
Q1 2019 Apr 19, 2019	BUY	N/A	1,104 Added 9.01%	13,352 $1.08 Million
Q4 2018 Jan 22, 2019	BUY	N/A	6,814 Added 125.4%	12,248 $970,000
Q3 2018 Oct 19, 2018	SELL	N/A	-853 Reduced 13.57%	5,434 $428,000
Q2 2018 Aug 06, 2018	BUY	N/A	216 Added 3.56%	6,287 $498,000
Q1 2018 May 01, 2018	SELL	N/A	-55 Reduced 0.9%	6,071 $485,000
Q4 2017 Feb 05, 2018	BUY	N/A	6,126	6,126 $500,000

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.01 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.23 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.62 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.43 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.59 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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