Beacon Bridge Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Beacon Bridge Wealth 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
2024 Q4	–	Sell	-2,734	Closed	-$205K	–	89
2024 Q3	$205K	Sell	2,734 -2,489	-48%	-$184K	0.09%	84
2024 Q2	$376K	Sell	5,223 -1,522	-23%	-$109K	0.17%	71
2024 Q1	$490K	Sell	6,745 -2,213	-25%	-$161K	0.23%	63
2023 Q4	$659K	Sell	8,958 -4,941	-36%	-$349K	0.33%	49
2023 Q3	$970K	Sell	13,899 -1,799	-11%	-$128K	0.51%	40
2023 Q2	$1.14M	Sell	15,698 -2,149	-12%	-$157K	0.58%	30
2023 Q1	$1.32M	Sell	17,847 -6,267	-26%	-$459K	0.79%	25
2022 Q4	$1.73M	Buy	+24,114	New	+$1.73M	1.26%	20

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

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

Beacon Bridge Wealth Partners's BND Position: Q4 2024 in Review

Beacon Bridge Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 2,734 shares — an estimated $205K sold.

Beacon Bridge Wealth Partners first reported a position in BND in Q4 2022 and held it in 8 quarters. The position peaked at $1.73M in Q4 2022. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Beacon Bridge Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,734 Vanguard Total Bond Market shares in Q4 2024, an estimated $205K.
Beacon Bridge Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 8 quarters.
Beacon Bridge Wealth Partners's Vanguard Total Bond Market position peaked at $1.73M in Q4 2022.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2024, filed 4 Feb 2025.