CCP
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Carmel Capital Partners’s Vanguard Total Bond Market BND Stock Holding History

Carmel Capital 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
Q4 		– Sell
-202
Closed -$14.1K – 211
2023
Q3 		$14.1K Sell
202
-440
-69% -$31.4K 0.01% 399
2023
Q2 		$46.7K Hold
642
– – 0.02% 207
2023
Q1 		$47.4K Buy
+642
New +$47K 0.03% 243

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Carmel Capital Partners's BND Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 202 shares — an estimated $14.1K sold.

Carmel Capital Partners first reported a position in BND in Q1 2023 and held it in 3 quarters. The position peaked at $47.4K in Q1 2023. 1,448 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Carmel Capital Partners reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 202 Vanguard Total Bond Market shares in Q4 2023, an estimated $14.1K.
  • Carmel Capital Partners first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Vanguard Total Bond Market position peaked at $47.4K in Q1 2023.
  • 1,448 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.