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Arden Trust’s Vanguard Total Bond Market BND Stock Holding History

Arden Trust’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
Q2 		– Sell
-6,520
Closed -$474K – 238
2024
Q1 		$474K Sell
6,520
-1,289
-17% -$93.5K 0.07% 148
2023
Q4 		$574K Sell
7,809
-1,833
-19% -$129K 0.08% 134
2023
Q3 		$673K Sell
9,642
-10,889
-53% -$777K 0.11% 116
2023
Q2 		$1.49M Sell
20,531
-26,118
-56% -$1.91M 0.25% 68
2023
Q1 		$3.44M Sell
46,649
-18,762
-29% -$1.37M 0.62% 38
2022
Q4 		$4.7M Buy
65,411
+18,133
+38% +$1.3M 0.95% 20
2022
Q3 		$3.37M Sell
47,278
-7,314
-13% -$547K 0.85% 27
2022
Q2 		$4.11M Buy
54,592
+1,023
+2% +$77.9K 0.94% 21
2022
Q1 		$4.26M Sell
53,569
-18,967
-26% -$1.55M 0.83% 23
2021
Q4 		$6.15M Sell
72,536
-143
-0.2% -$12.2K 1.04% 15
2021
Q3 		$6.21M Sell
72,679
-11,165
-13% -$964K 1.06% 15
2021
Q2 		$7.2M Sell
83,844
-21,935
-21% -$1.87M 1.18% 13
2021
Q1 		$8.96M Sell
105,779
-30,664
-22% -$2.64M 1.51% 12
2020
Q4 		$12M Sell
136,443
-8,760
-6% -$771K 2% 10
2020
Q3 		$12.8M Sell
145,203
-5,432
-4% -$482K 2.3% 9
2020
Q2 		$13.3M Sell
150,635
-6,325
-4% -$553K 2.44% 8
2020
Q1 		$13.4M Sell
156,960
-50,081
-24% -$4.25M 2.67% 6
2019
Q4 		$17.4M Sell
207,041
-6,899
-3% -$580K 2.73% 5
2019
Q3 		$18.1M Sell
213,940
-67,676
-24% -$5.67M 2.94% 4
2019
Q2 		$23.4M Sell
281,616
-43,375
-13% -$3.53M 3.95% 3
2019
Q1 		$26.4M Sell
324,991
-3,893
-1% -$311K 4.25% 3
2018
Q4 		$26.1M Buy
328,884
+3,462
+1% +$271K 4.68% 3
2018
Q3 		$25.6M Sell
325,422
-5,152
-2% -$407K 3.98% 3
2018
Q2 		$26.2M Sell
330,574
-10,301
-3% -$814K 4.15% 3
2018
Q1 		$27.2M Sell
340,875
-5,103
-1% -$408K 4.23% 3
2017
Q4 		$28.2M Sell
345,978
-2,475
-0.7% -$202K 4.27% 3
2017
Q3 		$28.6M Buy
348,453
+825
+0.2% +$67.7K 4.34% 3
2017
Q2 		$28.4M Sell
347,628
-7,150
-2% -$584K 4.34% 3
2017
Q1 		$28.8M Sell
354,778
-6,457
-2% -$522K 4.49% 3
2016
Q4 		$29.2M Sell
361,235
-11,526
-3% -$944K 4.43% 3
2016
Q3 		$31.4M Buy
+372,761
New +$31.4M 4.82% 3
2015
Q1 		– Sell
-432,527
Closed -$35.6M – 426
2014
Q4 		$35.6M Sell
432,527
-39,003
-8% -$3.22M 4.93% 3
2014
Q3 		$38.6M Sell
471,530
-16,898
-3% -$1.39M 5.31% 3
2014
Q2 		$40.2M Sell
488,428
-143,629
-23% -$11.7M 5.48% 3
2014
Q1 		$51.3M Sell
632,057
-32,284
-5% -$2.61M 6.3% 2
2013
Q4 		$53.2M Sell
664,341
-148,803
-18% -$12M 6.45% 2
2013
Q3 		$65.8M Sell
813,144
-172,967
-18% -$13.9M 8.39% 2
2013
Q2 		$79.8M Buy
+986,111
New +$81.8M 9.75% 2

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Arden Trust's BND Position: Q2 2024 in Review

Arden Trust sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 6,520 shares — an estimated $474K sold.

Arden Trust first reported a position in BND in Q2 2013 and held it in 38 quarters. The position peaked at $79.8M in Q2 2013. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Arden Trust reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Arden Trust sold 6,520 Vanguard Total Bond Market shares in Q2 2024, an estimated $474K.
  • Arden Trust first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 38 quarters.
  • Arden Trust's Vanguard Total Bond Market position peaked at $79.8M in Q2 2013.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.