Ibex Wealth Advisors Vanguard Bd Index Fd Inc Total Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$84.47 - $85.89 $29,564 - $30,061	-350 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$85.45 - $86.85 $29,907 - $30,397	350 New	350 $30,000

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

Ticker BND
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