SEC 13F Intelligence

Ota Financial Group L.P. / BND

Ota Financial Group L.P.’s Vanguard Bd Index Fds Position

Does Ota Financial Group L.P. own Vanguard Bd Index Fds (BND)? Not currently — the last reported position was 92.1K shares worth $7M in Q2 2022; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$7M
Q2 2022
Shares
92.1K
% of Portfolio
+3.32%
Quarters Held
6
position exited

Position History BND

Reported value by quarter
Q3 ’20: $8MQ3 ’20Q1 ’21: $7MQ1 ’21Q2 ’21: $5MQ2 ’21Q3 ’21: $14MQ3 ’21Q4 ’21: $2MQ4 ’21Q2 ’22: $7MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202292.1K$7M+3.32%
Q4 202126.5K$2M+1.54%
Q3 2021159.5K$14M+16.42%
Q2 202163.1K$5M+6.01%
Q1 202188.2K$7M+5.97%
Q3 202095.9K$8M+7.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of BND.