VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,512 Value ($000) $556 Avg Close Range
Q3 2025
Shares 8,334 Value ($000) $620 Avg Close Range
Q2 2025
Shares 10,990 Value ($000) $809 Avg Close Range
Q1 2025
Shares 10,590 Value ($000) $778 Avg Close Range
Q4 2024
Shares 10,617 Value ($000) $763 Avg Close Range
Q3 2024
Shares 11,308 Value ($000) $849 Avg Close Range
Q2 2024
Shares 11,413 Value ($000) $822 Avg Close Range
Q1 2024
Shares 12,327 Value ($000) $895 Avg Close Range
Q4 2023
Shares 14,294 Value ($000) $1,051 Avg Close Range
Q3 2023
Shares 14,522 Value ($000) $1,013 Avg Close Range
Q2 2023
Shares 14,564 Value ($000) $1,059 Avg Close Range
Q1 2023
Shares 17,042 Value ($000) $1,258 Avg Close Range
Q4 2022
Shares 17,850 Value ($000) $1,282 Avg Close Range
Q3 2022
Shares 19,138 Value ($000) $1,365 Avg Close Range
Q2 2022
Shares 20,974 Value ($000) $1,579 Avg Close Range
Q1 2022
Shares 21,057 Value ($000) $1,675 Avg Close Range
Q4 2021
Shares 21,331 Value ($000) $1,808 Avg Close Range
Q3 2021
Shares 23,465 Value ($000) $2,005 Avg Close Range
Q2 2021
Shares 23,810 Value ($000) $2,045 Avg Close Range
Q1 2021
Shares 24,020 Value ($000) $2,035 Avg Close Range
Q4 2020
Shares 26,167 Value ($000) $2,308 Avg Close Range
Q3 2020
Shares 27,175 Value ($000) $2,397 Avg Close Range
Q2 2020
Shares 27,887 Value ($000) $2,464 Avg Close Range
Q1 2020
Shares 32,074 Value ($000) $2,737 Avg Close Range
Q4 2019
Shares 36,207 Value ($000) $3,036 Avg Close Range
Q3 2019
Shares 36,976 Value ($000) $3,122 Avg Close Range
Q2 2019
Shares 35,144 Value ($000) $2,919 Avg Close Range
Q1 2019
Shares 40,358 Value ($000) $3,279 Avg Close Range
Q1 2018
Shares 7,091 Value ($000) $562 Avg Close Range
Q4 2017
Shares 5,388 Value ($000) $440 Avg Close Range
Q3 2017
Shares 5,422 Value ($000) $444 Avg Close Range
Q2 2017
Shares 10,306 Value ($000) $846 Avg Close Range