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

BBJS 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
Q3 		$1.73K Hold
23
– – ﹤0.01% 137
2024
Q2 		$1.65K Hold
23
– – ﹤0.01% 165
2024
Q1 		$1.66K Hold
23
– – ﹤0.01% 125
2023
Q4 		$1.68K Hold
23
– – ﹤0.01% 119
2023
Q3 		$1.58K Hold
23
– – ﹤0.01% 116
2023
Q2 		$1.65K Hold
23
– – ﹤0.01% 114
2023
Q1 		$1.67K Hold
23
– – ﹤0.01% 119
2022
Q4 		$1.62K Buy
+23
New +$1.65K ﹤0.01% 124

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
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

BBJS Financial Advisors's BND Position: Q3 2024 in Review

BBJS Financial Advisors held its Vanguard Total Bond Market (BND) position steady in Q3 2024 at 23 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

BBJS Financial Advisors first reported a position in BND in Q4 2022 and has held it in 8 quarters since. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • BBJS Financial Advisors held 23 shares of Vanguard Total Bond Market worth $1.73K as of Q3 2024.
  • BBJS Financial Advisors left its Vanguard Total Bond Market share count unchanged in Q3 2024.
  • Vanguard Total Bond Market made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #137 holding.
  • BBJS Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 8 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.