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All Season Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

All Season Financial 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
Q1 		– Sell
-16,324
Closed -$1.2M – 104
2023
Q4 		$1.2M Buy
16,324
+10,637
+187% +$751K 1.02% 27
2023
Q3 		$397K Sell
5,687
-37,338
-87% -$2.67M 0.4% 63
2023
Q2 		$3.13M Buy
43,025
+24,927
+138% +$1.83M 2.81% 10
2023
Q1 		$1.34M Sell
18,098
-57,726
-76% -$4.22M 1.21% 19
2022
Q4 		$5.45M Buy
75,824
+55,872
+280% +$4M 4.81% 3
2022
Q3 		$1.42M Buy
19,952
+1,606
+9% +$120K 1.54% 16
2022
Q2 		$1.38M Sell
18,346
-21,973
-54% -$1.67M 1.18% 23
2022
Q1 		$3.21M Buy
40,319
+16,097
+66% +$1.31M 2.28% 10
2021
Q4 		$2.05M Sell
24,222
-25,834
-52% -$2.2M 1.43% 18
2021
Q3 		$4.28M Sell
50,056
-38,080
-43% -$3.29M 3.44% 8
2021
Q2 		$7.57M Buy
+88,136
New +$7.52M 5.43% 1

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

All Season Financial Advisors's BND Position: Q1 2024 in Review

All Season Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 16,324 shares — an estimated $1.2M sold.

All Season Financial Advisors first reported a position in BND in Q2 2021 and held it in 11 quarters. The position peaked at $7.57M in Q2 2021. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • All Season Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 16,324 Vanguard Total Bond Market shares in Q1 2024, an estimated $1.2M.
  • All Season Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 11 quarters.
  • All Season Financial Advisors's Vanguard Total Bond Market position peaked at $7.57M in Q2 2021.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on All Season Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.