Barton Investment Management Vanguard Bd Index Fd Inc Total Transaction History

Barton Investment Management

$795 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$73.3 - $79.23 $1.18 Million - $1.28 Million	-16,166 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$78.72 - $84.18 $345,659 - $369,634	4,391 Added 37.29%	16,166 $1.29 Million
Q3 2021 Oct 18, 2021	BUY	$85.45 - $86.85 $1.01 Million - $1.02 Million	11,775 New	11,775 $1.01 Million
Q2 2021 Jul 26, 2021	SELL	$84.67 - $85.92 $996,989 - $1.01 Million	-11,775 Closed	0 $0
Q1 2021 Apr 16, 2021	SELL	$84.36 - $88.07 $16,872 - $17,614	-200 Reduced 1.67%	11,775 $998,000
Q3 2020 Oct 19, 2020	BUY	$88.13 - $89.48 $1.06 Million - $1.07 Million	11,975 New	11,975 $1.06 Million
Q1 2020 Apr 30, 2020	SELL	$80.33 - $87.96 $898,491 - $983,832	-11,185 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$83.39 - $84.94 $932,717 - $950,053	11,185 New	11,185 $938,000

Others Institutions Holding BND

# of Institutions

1,534

Shares Held

912M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.66 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.65 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.48 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.12 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.15 Billion
0.06% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Barton Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Barton Investment Management with notifications on news.