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Cannon Financial Strategists’s Vanguard Total Bond Market BND Stock Holding History

Cannon Financial Strategists’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
Q3 		– Sell
-11,934
Closed -$860K – 99
2024
Q2 		$860K Buy
11,934
+100
+0.8% +$7.16K 0.16% 46
2024
Q1 		$859K Buy
11,834
+21
+0.2% +$1.52K 0.17% 45
2023
Q4 		$869K Buy
11,813
+87
+0.7% +$6.14K 0.19% 42
2023
Q3 		$818K Sell
11,726
-3,192
-21% -$228K 0.21% 42
2023
Q2 		$1.08M Sell
14,918
-499
-3% -$36.6K 0.3% 32
2023
Q1 		$1.14M Sell
15,417
-938
-6% -$68.6K 0.39% 27
2022
Q4 		$1.17M Buy
16,355
+2,687
+20% +$192K 0.43% 25
2022
Q3 		$975K Sell
13,668
-17
-0.1% -$1.27K 0.38% 28
2022
Q2 		$1.03M Buy
13,685
+447
+3% +$34K 0.4% 30
2022
Q1 		$1.05M Sell
13,238
-215
-2% -$17.6K 0.38% 26
2021
Q4 		$1.14M Sell
13,453
-858
-6% -$73.1K 0.41% 27
2021
Q3 		$1.22M Buy
14,311
+854
+6% +$73.7K 0.47% 24
2021
Q2 		$1.16M Buy
13,457
+81
+0.6% +$6.91K 0.46% 23
2021
Q1 		$1.13M Buy
13,376
+25
+0.2% +$2.16K 0.49% 22
2020
Q4 		$1.18M Buy
13,351
+75
+0.6% +$6.6K 0.57% 23
2020
Q3 		$1.17M Buy
13,276
+97
+0.7% +$8.6K 0.64% 22
2020
Q2 		$1.16M Buy
13,179
+78
+0.6% +$6.82K 0.7% 20
2020
Q1 		$1.12M Buy
13,101
+18
+0.1% +$1.53K 0.83% 19
2019
Q4 		$1.1M Buy
13,083
+69
+0.5% +$5.8K 0.72% 21
2019
Q3 		$1.1M Buy
13,014
+85
+0.7% +$7.13K 0.84% 20
2019
Q2 		$1.07M Buy
12,929
+88
+0.7% +$7.17K 0.91% 21
2019
Q1 		$1.04M Buy
+12,841
New +$1.03M 0.93% 21

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
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

Cannon Financial Strategists's BND Position: Q3 2024 in Review

Cannon Financial Strategists sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 11,934 shares — an estimated $860K sold.

Cannon Financial Strategists first reported a position in BND in Q1 2019 and held it in 22 quarters. The position peaked at $1.22M in Q3 2021. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Cannon Financial Strategists reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Cannon Financial Strategists sold 11,934 Vanguard Total Bond Market shares in Q3 2024, an estimated $860K.
  • Cannon Financial Strategists first reported a position in Vanguard Total Bond Market in Q1 2019 and held it in 22 quarters.
  • Cannon Financial Strategists's Vanguard Total Bond Market position peaked at $1.22M in Q3 2021.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Cannon Financial Strategists's 13F filing for Q3 2024, filed 18 Oct 2024.