626 Financial’s Vanguard Total Bond Market BND Stock Holding History

626 Financial’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
2023 Q3	–	Sell	-2,784	Closed	-$202K	–	108
2023 Q2	$202K	Buy	2,784 +1	+0%	+$73	0.13%	104
2023 Q1	$205K	Sell	2,783 -1,242	-31%	-$90.9K	0.14%	105
2022 Q4	$289K	Buy	+4,025	New	+$288K	0.2%	82
2022 Q3	–	Sell	-6,905	Closed	-$519K	–	98
2022 Q2	$519K	Buy	+6,905	New	+$526K	0.39%	47

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

626 Financial's BND Position: Q3 2023 in Review

626 Financial sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 2,784 shares — an estimated $202K sold.

626 Financial first reported a position in BND in Q2 2022 and held it in 4 quarters. The position peaked at $519K in Q2 2022. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

626 Financial reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
626 Financial sold 2,784 Vanguard Total Bond Market shares in Q3 2023, an estimated $202K.
626 Financial first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 4 quarters.
626 Financial's Vanguard Total Bond Market position peaked at $519K in Q2 2022.
1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on 626 Financial's 13F filing for Q3 2023, filed 11 Oct 2023.