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Adero Partners’s Vanguard Total Bond Market BND Stock Holding History

Adero Partners’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
-3,000
Closed -$218K – 183
2023
Q2 		$218K Hold
3,000
– – 0.02% 150
2023
Q1 		$221K Sell
3,000
-750
-20% -$54.9K 0.02% 143
2022
Q4 		$269K Hold
3,750
– – 0.03% 135
2022
Q3 		$260K Sell
3,750
-1,202
-24% -$89.9K 0.03% 129
2022
Q2 		$374K Buy
4,952
+1,952
+65% +$149K 0.05% 102
2022
Q1 		$239K Buy
+3,000
New +$245K 0.04% 143

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

Adero Partners's BND Position: Q3 2023 in Review

Adero Partners sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 3,000 shares — an estimated $218K sold.

Adero Partners first reported a position in BND in Q1 2022 and held it in 6 quarters. The position peaked at $374K in Q2 2022. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Adero Partners reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Adero Partners sold 3,000 Vanguard Total Bond Market shares in Q3 2023, an estimated $218K.
  • Adero Partners first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 6 quarters.
  • Adero Partners's Vanguard Total Bond Market position peaked at $374K in Q2 2022.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Adero Partners's 13F filing for Q3 2023, filed 14 Nov 2023.