Carlsbad Wealth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Carlsbad Wealth Advisory Group’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	$721K	Buy	+9,915	New	+$726K	0.46%	22

Other funds holding BND

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Carlsbad Wealth Advisory Group's BND Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2023: 9,915 shares worth $721K. The stake represents 0.46% of the portfolio and ranks #22 among its holdings.

1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Carlsbad Wealth Advisory Group held 9,915 shares of Vanguard Total Bond Market worth $721K as of Q2 2023.
Vanguard Total Bond Market was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Total Bond Market made up 0.46% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #22 holding.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.