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Ahrens Investment Partners’s Vanguard Total Bond Market BND Stock Holding History

Ahrens Investment 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
Q1 		$33.2K Buy
+450
New +$32.9K 0.02% 389
2022
Q3 		– Sell
-2,150
Closed -$162K – 253
2022
Q2 		$162K Sell
2,150
-554
-20% -$42.2K 0.07% 177
2022
Q1 		$215K Sell
2,704
-3,336
-55% -$273K 0.07% 174
2021
Q4 		$512K Buy
6,040
+30
+0.5% +$2.56K 0.23% 93
2021
Q3 		$514K Sell
6,010
-53
-0.9% -$4.58K 0.25% 104
2021
Q2 		$521K Buy
6,063
+1,145
+23% +$97.7K 0.24% 112
2021
Q1 		$417K Buy
4,918
+1,210
+33% +$104K 0.21% 118
2020
Q4 		$327K Sell
3,708
-121
-3% -$10.6K 0.18% 120
2020
Q3 		$338K Buy
3,829
+679
+22% +$60.2K 0.23% 107
2020
Q2 		$278K Buy
3,150
+259
+9% +$22.6K 0.17% 108
2020
Q1 		$247K Buy
+2,891
New +$246K 0.18% 95

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's BND Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Total Bond Market (BND) in Q1 2023: 450 shares worth $33.2K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BND as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BND in Q1 2020 and has held it in 11 quarters since. The position peaked at $521K in Q2 2021. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Ahrens Investment Partners held 450 shares of Vanguard Total Bond Market worth $33.2K as of Q1 2023.
  • Vanguard Total Bond Market was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard Total Bond Market made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #389 holding.
  • Ahrens Investment Partners first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 11 quarters since.
  • Ahrens Investment Partners's Vanguard Total Bond Market position peaked at $521K in Q2 2021.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.