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Axiom Advisory’s Vanguard Total Bond Market BND Stock Holding History

Axiom Advisory’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 		$2.07B Buy
27,905,696
+4,794,485
+21% +$355M 19.3% 2
2024
Q2 		$1.66B Buy
23,111,211
+22,782,431
+6,929% +$1.63B 18.04% 2
2024
Q1 		$23.9M Buy
328,780
+33,229
+11% +$2.41M 17.57% 2
2023
Q4 		$21.7M Buy
295,551
+4,401
+2% +$311K 17.49% 2
2023
Q3 		$20.3M Buy
291,150
+11,648
+4% +$832K 18.29% 2
2023
Q2 		$20.3M Buy
279,502
+5,727
+2% +$420K 17.98% 2
2023
Q1 		$20.2M Buy
273,775
+81
+0% +$5.93K 19.38% 2
2022
Q4 		$19.7M Sell
273,694
-14,260
-5% -$1.02M 20.81% 2
2022
Q3 		$20.5M Sell
287,954
-41,084
-12% -$3.07M 24.41% 1
2022
Q2 		$24.8M Buy
329,038
+12,634
+4% +$962K 27.45% 1
2022
Q1 		$25.2M Buy
316,404
+11,641
+4% +$951K 20.93% 2
2021
Q4 		$25.8M Buy
+304,763
New +$26M 21.21% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axiom Advisory's BND Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard Total Bond Market (BND) stake by 21% in Q3 2024, buying an estimated $355M and bringing the position to 27,905,696 shares worth $2.07B. The position accounts for 19.3% of the portfolio, ranked #2.

Axiom Advisory first reported a position in BND in Q4 2021 and has held it in 12 quarters since. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Axiom Advisory held 27,905,696 shares of Vanguard Total Bond Market worth $2.07B as of Q3 2024.
  • Axiom Advisory bought 4,794,485 Vanguard Total Bond Market shares in Q3 2024, an estimated $355M.
  • Vanguard Total Bond Market made up 19.3% of Axiom Advisory's portfolio in Q3 2024, its #2 holding.
  • Axiom Advisory first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 12 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.