Cassady Schiller Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Cassady Schiller Wealth Management’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	$523K	Sell	7,272 -974	-12%	-$71.2K	0.19%	68
2024 Q3	$619K	Hold	8,246	–	–	0.23%	59
2024 Q2	$594K	Hold	8,246	–	–	0.24%	59
2024 Q1	$599K	Hold	8,246	–	–	0.27%	57
2023 Q4	$606K	Hold	8,246	–	–	0.3%	52
2023 Q3	$575K	Sell	8,246 -76	-0.9%	-$5.43K	0.32%	51
2023 Q2	$605K	Sell	8,322 -600	-7%	-$44K	0.33%	53
2023 Q1	$659K	Sell	8,922 -205	-2%	-$15K	0.31%	50
2022 Q4	$656K	Sell	9,127 -6,875	-43%	-$492K	0.4%	50
2022 Q3	$1.14M	Hold	16,002	–	–	0.66%	33
2022 Q2	$1.2M	Sell	16,002 -1,888	-11%	-$144K	0.63%	32
2022 Q1	$1.42M	Sell	17,890 -2,331	-12%	-$190K	0.69%	29
2021 Q4	$1.71M	Buy	+20,221	New	+$1.72M	1.03%	22

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

Cassady Schiller Wealth Management's BND Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 12% in Q4 2024, selling an estimated $71.2K and leaving 7,272 shares worth $523K. The position accounts for 0.19% of the portfolio, ranked #68.

Cassady Schiller Wealth Management first reported a position in BND in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.71M in Q4 2021. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Cassady Schiller Wealth Management held 7,272 shares of Vanguard Total Bond Market worth $523K as of Q4 2024.
Cassady Schiller Wealth Management sold 974 Vanguard Total Bond Market shares in Q4 2024, an estimated $71.2K.
Vanguard Total Bond Market made up 0.19% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #68 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Vanguard Total Bond Market position peaked at $1.71M in Q4 2021.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.