Jnba Financial Advisors Vanguard Bd Index Fd Inc Total Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	SELL	$72.23 - $74.46 $28,530 - $29,411	-395 Reduced 46.97%	446 $32,000
Q1 2023 May 01, 2023	SELL	$71.33 - $74.57 $21,399 - $22,370	-300 Reduced 26.29%	841 $62,000
Q4 2022 Feb 06, 2023	SELL	$69.38 - $73.88 $57,932 - $61,689	-835 Reduced 42.26%	1,141 $81,000
Q3 2022 Nov 07, 2022	BUY	$70.77 - $77.08 $109,835 - $119,628	1,552 Added 366.04%	1,976 $141,000
Q2 2022 Jul 22, 2022	BUY	$73.3 - $79.23 $31,079 - $33,593	424 New	424 $32,000
Q4 2020 Jan 25, 2021	SELL	$87.44 - $88.49 $87 - $88	-1 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$80.33 - $87.96 $15,503 - $16,976	-193 Reduced 99.48%	1 $0
Q2 2019 Jul 26, 2019	BUY	N/A	160 Added 470.59%	194 $16,000
Q1 2019 May 01, 2019	BUY	N/A	25 Added 277.78%	34 $3,000
Q4 2018 Feb 07, 2019	SELL	N/A	-1,391 Reduced 99.36%	9 $1,000
Q3 2018 Nov 01, 2018	BUY	N/A	1,300 Added 1300.0%	1,400 $110,000
Q2 2017 Aug 14, 2017	BUY	N/A	100	100 $8,000

Others Institutions Holding BND

# of Institutions

1,566

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.13 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.34 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.72 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.52 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.64 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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