Mc Elhenny Sheffield Capital Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 11, 2023	SELL	$69.38 - $73.88 $321,853 - $342,729	-4,639 Reduced 95.65%	211 $0
Q4 2021 Jan 12, 2022	SELL	$84.47 - $85.89 $51,104 - $51,963	-605 Reduced 11.09%	4,850 $411,000
Q3 2021 Oct 12, 2021	BUY	$85.45 - $86.85 $466,129 - $473,766	5,455 New	5,455 $466,000

Others Institutions Holding BND

# of Institutions

1,567

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

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