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

BSW 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
2023
Q2 		– Sell
-10,554
Closed -$779K – 287
2023
Q1 		$779K Buy
+10,554
New +$772K 0.16% 92

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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

BSW Wealth Partners's BND Position: Q2 2023 in Review

BSW Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 10,554 shares — an estimated $779K sold.

BSW Wealth Partners first reported a position in BND in Q1 2023 and held it in 1 quarter. The position peaked at $779K in Q1 2023. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • BSW Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 10,554 Vanguard Total Bond Market shares in Q2 2023, an estimated $779K.
  • BSW Wealth Partners first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 1 quarter.
  • BSW Wealth Partners's Vanguard Total Bond Market position peaked at $779K in Q1 2023.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.