Number of Shares
102,556.00
Current Holdings Value*
$8.16 Mil
% of Portfolio
5.06%
Total Estimate Gain
$-1.24 Mil
% of Total Estimate Gain
-11.67%

SVB Investment Services Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2022-03-31, SVB Investment Services Inc. held 102,556.00 shares of Vanguard Total Bond Market ETF(BND), totaling $8.16 Mil. This investment constitutes 5.06% of their stock portfolio, and SVB Investment Services Inc. now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2019Q4. And since then SVB Investment Services Inc. has made 6 purchases of BND, at an average price of $84.68, for a total of 125,691.00 shares. In addition, there have been 3 sales at an average price of $82.61 for 23,135.00 shares. Based on historical transaction data and BND's current price of $73.03, SVB Investment Services Inc.'s estimated gain on his BND holdings is $-1.24 Mil, reflecting a -11.67% gain to date.

SVB Investment Services Inc. BND ($73.03) Holding Chart

SVB Investment Services Inc. BND ($73.03) 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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