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

Agilis 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
2024
Q4 		$6.35M Buy
88,244
+4,780
+6% +$349K 1.91% 9
2024
Q3 		$6.27M Sell
83,464
-4,656
-5% -$345K 1.76% 10
2024
Q2 		$6.35M Sell
88,120
-2,756
-3% -$197K 1.93% 9
2024
Q1 		$6.6M Buy
90,876
+2,079
+2% +$151K 1.68% 9
2023
Q4 		$6.53M Buy
+88,797
New +$6.27M 1.72% 10
2020
Q3 		– Sell
-12,298
Closed -$1.09M – 28
2020
Q2 		$1.09M Buy
12,298
+52
+0.4% +$4.55K 0.64% 19
2020
Q1 		$1.04M Sell
12,246
-228,372
-95% -$19.4M 1% 14
2019
Q4 		$20.2M Buy
240,618
+100,305
+71% +$8.43M 10.76% 4
2019
Q3 		$11.8M Buy
140,313
+19,669
+16% +$1.65M 8.09% 3
2019
Q2 		$10M Buy
120,644
+1,025
+0.9% +$83.5K 7.48% 3
2019
Q1 		$9.71M Buy
119,619
+8,701
+8% +$695K 8.27% 3
2018
Q4 		$8.79M Sell
110,918
-31,765
-22% -$2.48M 9.1% 3
2018
Q3 		$11.2M Sell
142,683
-20,407
-13% -$1.61M 12.13% 3
2018
Q2 		$12.9M Sell
163,090
-130,832
-45% -$10.3M 11.95% 3
2018
Q1 		$23.5M Sell
293,922
-1,184
-0.4% -$94.8K 16.55% 3
2017
Q4 		$24.1M Buy
295,106
+7,547
+3% +$616K 14.92% 3
2017
Q3 		$23.6M Sell
287,559
-175,655
-38% -$14.4M 15.63% 3
2017
Q2 		$37.9M Buy
463,214
+158,310
+52% +$12.9M 12.09% 5
2017
Q1 		$24.7M Sell
304,904
-30,127
-9% -$2.44M 16.81% 3
2016
Q4 		$27.1M Buy
335,031
+12,452
+4% +$1.02M 18.5% 2
2016
Q3 		$27.1M Buy
322,579
+164,885
+105% +$13.9M 9.89% 5
2016
Q2 		$13.3M Sell
157,694
-1,146
-0.7% -$95.2K 9.51% 3
2016
Q1 		$13.2M Buy
158,840
+111,865
+238% +$9.15M 8.81% 3
2015
Q4 		$3.79M Sell
46,975
-3,268
-7% -$266K 3.28% 9
2015
Q3 		$4.12M Sell
50,243
-989
-2% -$80.6K 3.8% 8
2015
Q2 		$4.16M Buy
+51,232
New +$4.21M 3.45% 8

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Agilis Partners's BND Position: Q4 2024 in Review

Agilis Partners increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q4 2024, buying an estimated $349K and bringing the position to 88,244 shares worth $6.35M. The position accounts for 1.91% of the portfolio, ranked #9.

Agilis Partners first reported a position in BND in Q2 2015 and has held it in 26 quarters since. The position peaked at $37.9M in Q2 2017. 1,606 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Agilis Partners held 88,244 shares of Vanguard Total Bond Market worth $6.35M as of Q4 2024.
  • Agilis Partners bought 4,780 Vanguard Total Bond Market shares in Q4 2024, an estimated $349K.
  • Vanguard Total Bond Market made up 1.91% of Agilis Partners's portfolio in Q4 2024, its #9 holding.
  • Agilis Partners first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 26 quarters since.
  • Agilis Partners's Vanguard Total Bond Market position peaked at $37.9M in Q2 2017.
  • 1,606 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Agilis Partners's 13F filing for Q4 2024, filed 30 Jan 2025.