BWG
BND icon

Balanced Wealth Group’s Vanguard Total Bond Market BND Stock Holding History

Balanced Wealth Group’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 		– Sell
-3,245
Closed -$232K – 68
2024
Q2 		$232K Sell
3,245
-4,266
-57% -$306K 0.11% 62
2024
Q1 		$538K Sell
7,511
-8,086
-52% -$587K 0.24% 45
2023
Q4 		$1.15M Buy
+15,597
New +$1.1M 0.6% 29

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Balanced Wealth Group's BND Position: Q3 2024 in Review

Balanced Wealth Group sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 3,245 shares — an estimated $232K sold.

Balanced Wealth Group first reported a position in BND in Q4 2023 and held it in 3 quarters. The position peaked at $1.15M in Q4 2023. 1,459 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Balanced Wealth Group reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Balanced Wealth Group sold 3,245 Vanguard Total Bond Market shares in Q3 2024, an estimated $232K.
  • Balanced Wealth Group first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 3 quarters.
  • Balanced Wealth Group's Vanguard Total Bond Market position peaked at $1.15M in Q4 2023.
  • 1,459 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Balanced Wealth Group's 13F filing for Q3 2024, filed 28 Oct 2024.