Investment Partners, Ltd. Vanguard Bd Index Fd Inc Total Transaction History

Investment Partners, Ltd.

$239 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	$70.77 - $77.08 $33,403 - $36,381	-472 Reduced 10.67%	3,952 $282,000
Q2 2022 Aug 05, 2022	BUY	$73.3 - $79.23 $1,979 - $2,139	27 Added 0.61%	4,424 $333,000
Q1 2022 Apr 22, 2022	SELL	$78.72 - $84.18 $1,495 - $1,599	-19 Reduced 0.43%	4,397 $350,000
Q4 2021 Feb 04, 2022	BUY	$84.47 - $85.89 $2,871 - $2,920	34 Added 0.78%	4,416 $374,000
Q3 2021 Oct 13, 2021	SELL	$85.45 - $86.85 $13,244 - $13,461	-155 Reduced 3.42%	4,382 $374,000
Q2 2021 Jul 15, 2021	BUY	$84.67 - $85.92 $2,032 - $2,062	24 Added 0.53%	4,537 $390,000
Q1 2021 May 06, 2021	BUY	$84.36 - $88.07 $31,550 - $32,938	374 Added 9.04%	4,513 $382,000
Q4 2020 Jan 19, 2021	BUY	$87.44 - $88.49 $3,060 - $3,097	35 Added 0.85%	4,139 $365,000
Q3 2020 Nov 09, 2020	BUY	$88.13 - $89.48 $24,323 - $24,696	276 Added 7.21%	4,104 $362,000
Q2 2020 Aug 06, 2020	BUY	$85.6 - $88.34 $10,528 - $10,865	123 Added 3.32%	3,828 $338,000
Q1 2020 Apr 29, 2020	BUY	$80.33 - $87.96 $28,276 - $30,961	352 Added 10.5%	3,705 $316,000
Q4 2019 Jan 31, 2020	BUY	$83.39 - $84.94 $2,418 - $2,463	29 Added 0.87%	3,353 $281,000
Q3 2019 Oct 17, 2019	BUY	$83.3 - $84.54 $276,889 - $281,010	3,324 New	3,324 $281,000

Others Institutions Holding BND

# of Institutions

1,594

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$7.99 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.22 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.61 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.41 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.58 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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