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Bill Few Associates’s Vanguard Total Bond Market BND Stock Holding History

Bill Few Associates’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
2023
Q2 		– Sell
-2,992
Closed -$221K – 135
2023
Q1 		$221K Buy
+2,992
New +$219K 0.12% 120

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Morgan Stanley
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Creative Planning
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bill Few Associates's BND Position: Q2 2023 in Review

Bill Few Associates sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 2,992 shares — an estimated $221K sold.

Bill Few Associates first reported a position in BND in Q1 2023 and held it in 1 quarter. The position peaked at $221K in Q1 2023. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • Bill Few Associates reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • Bill Few Associates sold 2,992 Vanguard Total Bond Market shares in Q2 2023, an estimated $221K.
  • Bill Few Associates first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 1 quarter.
  • Bill Few Associates's Vanguard Total Bond Market position peaked at $221K in Q1 2023.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Bill Few Associates's 13F filing for Q2 2023, filed 18 Jul 2023.