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

Almanack 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 Q4	–	Sell	-6,986	Closed	-$487K	–	161
2023 Q3	$487K	Buy	+6,986	New	+$499K	0.09%	88
2023 Q1	–	Sell	-3,420	Closed	-$246K	–	169
2022 Q4	$246K	Sell	3,420 -21,437	-86%	-$1.54M	0.05%	147
2022 Q3	$1.77M	Buy	24,857 +2,639	+12%	+$197K	0.35%	38
2022 Q2	$1.67M	Sell	22,218 -9,252	-29%	-$704K	0.17%	90
2022 Q1	$2.5M	Buy	31,470 +3,885	+14%	+$317K	0.22%	76
2021 Q4	$2.34M	Buy	27,585 +9,171	+50%	+$781K	0.19%	79
2021 Q3	$1.57M	Buy	+18,414	New	+$1.59M	0.14%	111
2020 Q4	–	Sell	-4,395	Closed	-$384K	–	402
2020 Q3	$384K	Buy	+4,395	New	+$390K	0.05%	261

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Almanack Investment Partners's BND Position: Q4 2023 in Review

Almanack Investment Partners sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 6,986 shares — an estimated $487K sold.

Almanack Investment Partners first reported a position in BND in Q3 2020 and held it in 8 quarters. The position peaked at $2.5M in Q1 2022. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

Almanack Investment Partners reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
Almanack Investment Partners sold 6,986 Vanguard Total Bond Market shares in Q4 2023, an estimated $487K.
Almanack Investment Partners first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 8 quarters.
Almanack Investment Partners's Vanguard Total Bond Market position peaked at $2.5M in Q1 2022.
1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Almanack Investment Partners's 13F filing for Q4 2023, filed 7 Feb 2024.