Carmichael Hill & Associates’s Vanguard Total Bond Market BND Stock Holding History

Carmichael Hill & Associates’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	$73.4K	Buy	977 +332	+51%	+$24.6K	0.03%	309
2024 Q2	$46.5K	Buy	645 +90	+16%	+$6.45K	0.02%	353
2024 Q1	$40.3K	Hold	555	–	–	0.02%	378
2023 Q4	$40.8K	Hold	555	–	–	0.02%	379
2023 Q3	$38.7K	Buy	555 +346	+166%	+$24.7K	0.02%	370
2023 Q2	$15.2K	Hold	209	–	–	0.01%	502
2023 Q1	$15.4K	Sell	209 -124	-37%	-$9.07K	0.01%	487
2022 Q4	$23.9K	Sell	333 -241	-42%	-$17.3K	0.01%	433
2022 Q3	$41K	Buy	574 +278	+94%	+$20.8K	0.02%	360
2022 Q2	$22K	Sell	296 -79	-21%	-$6.01K	0.01%	448
2022 Q1	$30K	Buy	375 +18	+5%	+$1.47K	0.01%	440
2021 Q4	$30K	Hold	357	–	–	0.01%	454
2021 Q3	$31K	Hold	357	–	–	0.02%	448
2021 Q2	$31K	Hold	357	–	–	0.02%	449
2021 Q1	$30K	Hold	357	–	–	0.02%	431
2020 Q4	$31K	Buy	357 +22	+7%	+$1.94K	0.02%	396
2020 Q3	$30K	Buy	335 +165	+97%	+$14.6K	0.02%	369
2020 Q2	$15K	Hold	170	–	–	0.01%	438
2020 Q1	$15K	Hold	170	–	–	0.01%	401
2019 Q4	$14K	Buy	+170	New	+$14.3K	0.01%	437

Other funds holding BND

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Carmichael Hill & Associates's BND Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Total Bond Market (BND) stake by 51% in Q3 2024, buying an estimated $24.6K and bringing the position to 977 shares worth $73.4K. The position accounts for 0.03% of the portfolio, ranked #309.

Carmichael Hill & Associates first reported a position in BND in Q4 2019 and has held it in 20 quarters since. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Carmichael Hill & Associates held 977 shares of Vanguard Total Bond Market worth $73.4K as of Q3 2024.
Carmichael Hill & Associates bought 332 Vanguard Total Bond Market shares in Q3 2024, an estimated $24.6K.
Vanguard Total Bond Market made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #309 holding.
Carmichael Hill & Associates first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 20 quarters since.
1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.