CBIZ Investment Advisory Services, LLC BND Holdings History
CBIZ Investment Advisory Services, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 6.73 Mil shares of Vanguard Total Bond Market ETF(BND), totaling $494.62 Mil. This investment constitutes 24.22% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.39% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 18 purchases of BND, at an average price of $75.56, for a total of 9.22 Mil shares. In addition, there have been 3 sales at an average price of $75.51 for 2.48 Mil shares. Based on historical transaction data and BND's current price of $72.94, CBIZ Investment Advisory Services, LLC's estimated gain on his BND holdings is $-17.73 Mil, reflecting a -2.55% gain to date.
CBIZ Investment Advisory Services, LLC BND ($72.94) Holding Chart
CBIZ Investment Advisory Services, LLC BND ($72.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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