Canvas Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Canvas Wealth Advisors’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 Q4	–	Sell	-2,730	Closed	-$205K	–	180
2024 Q3	$205K	Buy	+2,730	New	+$202K	0.06%	168
2024 Q1	–	Sell	-23,124	Closed	-$1.7M	–	149
2023 Q4	$1.7M	Buy	23,124 +2,633	+13%	+$186K	0.62%	33
2023 Q3	$1.4M	Sell	20,491 -793	-4%	-$56.6K	0.58%	34
2023 Q2	$1.54M	Buy	+21,284	New	+$1.56M	0.57%	33
2022 Q3	–	Sell	-2,725	Closed	-$205K	–	126
2022 Q2	$205K	Hold	2,725	–	–	0.08%	123
2022 Q1	$207K	Sell	2,725 -1,150	-30%	-$93.9K	0.08%	133
2021 Q4	$328K	Sell	3,875 -200	-5%	-$17K	0.12%	108
2021 Q3	$348K	Hold	4,075	–	–	0.14%	90
2021 Q2	$350K	Sell	4,075 -74	-2%	-$6.31K	0.16%	91
2021 Q1	$352K	Buy	+4,149	New	+$358K	0.21%	78

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Canvas Wealth Advisors's BND Position: Q4 2024 in Review

Canvas Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 2,730 shares — an estimated $205K sold.

Canvas Wealth Advisors first reported a position in BND in Q1 2021 and held it in 10 quarters. The position peaked at $1.7M in Q4 2023. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Canvas Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
Canvas Wealth Advisors sold 2,730 Vanguard Total Bond Market shares in Q4 2024, an estimated $205K.
Canvas Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 10 quarters.
Canvas Wealth Advisors's Vanguard Total Bond Market position peaked at $1.7M in Q4 2023.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Canvas Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.