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Alera Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Alera Investment Advisors’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
Q3 		$545K Hold
7,250
– – 0.06% 128
2024
Q2 		$522K Buy
+7,250
New +$519K 0.06% 126
2019
Q2 		– Sell
-695
Closed -$56K – 196
2019
Q1 		$56K Buy
695
+366
+111% +$29.2K 0.03% 152
2018
Q4 		$26K Buy
+329
New +$25.7K 0.02% 242

Other funds holding BND

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
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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Alera Investment Advisors's BND Position: Q3 2024 in Review

Alera Investment Advisors held its Vanguard Total Bond Market (BND) position steady in Q3 2024 at 7,250 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #128.

Alera Investment Advisors first reported a position in BND in Q4 2018 and has held it in 4 quarters since. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Alera Investment Advisors held 7,250 shares of Vanguard Total Bond Market worth $545K as of Q3 2024.
  • Alera Investment Advisors left its Vanguard Total Bond Market share count unchanged in Q3 2024.
  • Vanguard Total Bond Market made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #128 holding.
  • Alera Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 4 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.