1WA
BND icon

180 Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

180 Wealth Advisors’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,835
Closed -$206K – 449
2024
Q2 		$206K Sell
2,835
-400
-12% -$28.6K 0.03% 400
2024
Q1 		$235K Hold
3,235
– – 0.04% 342
2023
Q4 		$237K Sell
3,235
-112
-3% -$7.91K 0.05% 320
2023
Q3 		$234K Hold
3,347
– – 0.05% 302
2023
Q2 		$242K Hold
3,347
– – 0.05% 293
2023
Q1 		$247K Sell
3,347
-70
-2% -$5.12K 0.06% 297
2022
Q4 		$253K Buy
3,417
+70
+2% +$5.01K 0.06% 298
2022
Q3 		$239K Hold
3,347
– – 0.07% 285
2022
Q2 		$253K Hold
3,347
– – 0.06% 298
2022
Q1 		$255K Sell
3,347
-200
-6% -$16.3K 0.06% 310
2021
Q4 		$296K Hold
3,547
– – 0.07% 277
2021
Q3 		$303K Hold
3,547
– – 0.07% 281
2021
Q2 		$305K Buy
3,547
+210
+6% +$17.9K 0.07% 275
2021
Q1 		$284K Buy
3,337
+65
+2% +$5.61K 0.07% 262
2020
Q4 		$286K Sell
3,272
-50
-2% -$4.4K 0.08% 234
2020
Q3 		$292K Sell
3,322
-50
-1% -$4.43K 0.11% 185
2020
Q2 		$300K Hold
3,372
– – 0.12% 178
2020
Q1 		$290K Hold
3,372
– – 0.15% 158
2019
Q4 		$285K Hold
3,372
– – 0.11% 207
2019
Q3 		$284K Sell
3,372
-65
-2% -$5.45K 0.13% 199
2019
Q2 		$287K Buy
3,437
+135
+4% +$11K 0.13% 187
2019
Q1 		$267K Hold
3,302
– – 0.12% 209
2018
Q4 		$260K Hold
3,302
– – 0.12% 198
2018
Q3 		$260K Hold
3,302
– – 0.12% 199
2018
Q2 		$262K Buy
3,302
+100
+3% +$7.91K 0.13% 193
2018
Q1 		$256K Buy
+3,202
New +$256K 0.13% 191

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

180 Wealth Advisors's BND Position: Q3 2024 in Review

180 Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 2,835 shares — an estimated $206K sold.

180 Wealth Advisors first reported a position in BND in Q1 2018 and held it in 26 quarters. The position peaked at $305K in Q2 2021. 1,460 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • 180 Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 2,835 Vanguard Total Bond Market shares in Q3 2024, an estimated $206K.
  • 180 Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 26 quarters.
  • 180 Wealth Advisors's Vanguard Total Bond Market position peaked at $305K in Q2 2021.
  • 1,460 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on 180 Wealth Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.