Mcdonald Partners LLC Vanguard Bd Index Fd Inc Total Transaction History

Mcdonald Partners LLC

$390 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	BUY	$78.72 - $84.18 $156,337 - $167,181	1,986 Added 261.66%	2,745 $218,000
Q4 2021 Jan 31, 2022	SELL	$84.47 - $85.89 $136,587 - $138,884	-1,617 Reduced 68.06%	759 $0
Q3 2021 Nov 24, 2021	SELL	$85.45 - $86.85 $1,879 - $1,910	-22 Reduced 0.92%	2,376 $203,000
Q3 2021 Oct 28, 2021	BUY	$85.45 - $86.85 $1,879 - $1,910	22 Added 0.93%	2,398 $205,000
Q2 2021 Nov 24, 2021	SELL	$84.67 - $85.92 $1,862 - $1,890	-22 Reduced 0.92%	2,376 $204,000
Q2 2021 Jul 23, 2021	BUY	$84.67 - $85.92 $1,862 - $1,890	22 Added 0.93%	2,398 $206,000
Q1 2021 Nov 24, 2021	SELL	$84.36 - $88.07 $1,855 - $1,937	-22 Reduced 0.92%	2,376 $201,000
Q4 2020 Feb 16, 2021	BUY	$87.44 - $88.49 $209,681 - $212,199	2,398 New	2,398 $211,000

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.05 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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