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Abner Herrman & Brock’s Vanguard Total Bond Market BND Stock Holding History

Abner Herrman & Brock’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
-10,062
Closed -$731K – 93
2023
Q2 		$731K Buy
+10,062
New +$737K 0.11% 61

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Abner Herrman & Brock's BND Position: Q3 2023 in Review

Abner Herrman & Brock sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 10,062 shares — an estimated $731K sold.

Abner Herrman & Brock first reported a position in BND in Q2 2023 and held it in 1 quarter. The position peaked at $731K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Abner Herrman & Brock reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Abner Herrman & Brock sold 10,062 Vanguard Total Bond Market shares in Q3 2023, an estimated $731K.
  • Abner Herrman & Brock first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 1 quarter.
  • Abner Herrman & Brock's Vanguard Total Bond Market position peaked at $731K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Abner Herrman & Brock's 13F filing for Q3 2023, filed 10 Oct 2023.