BG
BND icon

Benedetti & Gucer’s Vanguard Total Bond Market BND Stock Holding History

Benedetti & Gucer’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
Q1 		$480K Sell
6,603
-3,936
-37% -$286K 0.24% 73
2023
Q4 		$775K Sell
10,539
-28,581
-73% -$2.02M 0.41% 48
2023
Q3 		$2.73M Buy
+39,120
New +$2.79M 1.49% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Benedetti & Gucer's BND Position: Q1 2024 in Review

Benedetti & Gucer reduced its Vanguard Total Bond Market (BND) stake by 37% in Q1 2024, selling an estimated $286K and leaving 6,603 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #73.

Benedetti & Gucer first reported a position in BND in Q3 2023 and has held it in 3 quarters since. The position peaked at $2.73M in Q3 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Benedetti & Gucer held 6,603 shares of Vanguard Total Bond Market worth $480K as of Q1 2024.
  • Benedetti & Gucer sold 3,936 Vanguard Total Bond Market shares in Q1 2024, an estimated $286K.
  • Vanguard Total Bond Market made up 0.24% of Benedetti & Gucer's portfolio in Q1 2024, its #73 holding.
  • Benedetti & Gucer first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 3 quarters since.
  • Benedetti & Gucer's Vanguard Total Bond Market position peaked at $2.73M in Q3 2023.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.