Ibex Wealth Advisors Vanguard Bd Index Fd Inc Total Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

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

1,845

Shares Held

1.1B

Call Options Held

78.7K

Put Options Held

20.3K

Northwestern Mutual Wealth Management CO

122M
Shares

$9.16 Billion
6.65% of portfolio
Creative Planning Overland Park, KS

115M
Shares

$8.6 Billion
7.29% of portfolio
Morgan Stanley New York, NY

107M
Shares

$7.97 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

103M
Shares

$7.72 Billion
0.59% of portfolio
Vanguard Group Inc Valley Forge, PA

67.2M
Shares

$5.03 Billion
0.08% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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