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Bridge Advisory’s Vanguard Total Bond Market BND Stock Holding History

Bridge Advisory’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
Q2 		– Sell
-4,037
Closed -$293K – 98
2024
Q1 		$293K Sell
4,037
-283
-7% -$20.5K 0.15% 87
2023
Q4 		$318K Sell
4,320
-6,191
-59% -$437K 0.16% 87
2023
Q3 		$733K Buy
10,511
+24
+0.2% +$1.71K 0.26% 76
2023
Q2 		$762K Buy
10,487
+45
+0.4% +$3.3K 0.28% 67
2023
Q1 		$771K Sell
10,442
-1,065
-9% -$77.9K 0.3% 64
2022
Q4 		$827K Sell
11,507
-7,001
-38% -$501K 0.35% 64
2022
Q3 		$1.32M Sell
18,508
-4,935
-21% -$369K 0.64% 39
2022
Q2 		$1.77M Sell
23,443
-2,077
-8% -$158K 0.85% 24
2022
Q1 		$2.03M Buy
25,520
+45
+0.2% +$3.68K 0.89% 26
2021
Q4 		$2.16M Buy
25,475
+20,648
+428% +$1.76M 0.98% 22
2021
Q3 		$412K Buy
4,827
+47
+1% +$4.06K 0.2% 58
2021
Q2 		$411K Sell
4,780
-909
-16% -$77.5K 0.21% 61
2021
Q1 		$482K Sell
5,689
-79,335
-93% -$6.84M 0.3% 38
2020
Q4 		$7.5M Buy
+85,024
New +$7.48M 3.53% 7

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bridge Advisory's BND Position: Q2 2024 in Review

Bridge Advisory sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 4,037 shares — an estimated $293K sold.

Bridge Advisory first reported a position in BND in Q4 2020 and held it in 14 quarters. The position peaked at $7.5M in Q4 2020. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Bridge Advisory reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Bridge Advisory sold 4,037 Vanguard Total Bond Market shares in Q2 2024, an estimated $293K.
  • Bridge Advisory first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 14 quarters.
  • Bridge Advisory's Vanguard Total Bond Market position peaked at $7.5M in Q4 2020.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Bridge Advisory's 13F filing for Q2 2024, filed 23 Jul 2024.