Horizon Financial Services, LLC Vanguard Bd Index Fd Inc Total Transaction History

Horizon Financial Services, LLC

$163 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$78.72 - $84.18 $12,673 - $13,552	-161 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$84.47 - $85.89 $955,355 - $971,415	-11,310 Reduced 98.6%	161 $0
Q3 2021 Oct 22, 2021	SELL	$85.45 - $86.85 $4.28 Million - $4.35 Million	-50,054 Reduced 81.36%	11,471 $980,000
Q2 2021 Jul 22, 2021	SELL	$84.67 - $85.92 $11.5 Million - $11.6 Million	-135,448 Reduced 68.76%	61,525 $5.28 Million
Q1 2021 Apr 21, 2021	BUY	$84.36 - $88.07 $1.27 Million - $1.33 Million	15,078 Added 8.29%	196,973 $16.7 Million
Q4 2020 Jan 19, 2021	BUY	$87.44 - $88.49 $840,210 - $850,300	9,609 Added 5.58%	181,895 $16 Million
Q3 2020 Nov 13, 2020	BUY	$88.13 - $89.48 $15.2 Million - $15.4 Million	172,286 New	172,286 $15.2 Million

Others Institutions Holding BND

# of Institutions

1,563

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.04 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.26 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.65 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.45 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.6 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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