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Cedar Brook Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Cedar Brook Financial 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
2024
Q3 		– Sell
-4,130
Closed -$298K – 11
2024
Q2 		$298K Sell
4,130
-13,285
-76% -$951K 2.24% 11
2024
Q1 		$1.26M Sell
17,415
-3,952
-18% -$287K 0.25% 95
2023
Q4 		$1.57M Buy
21,367
+2,779
+15% +$196K 0.35% 71
2023
Q3 		$1.3M Buy
18,588
+588
+3% +$42K 0.34% 79
2023
Q2 		$1.31M Sell
18,000
-454
-2% -$33.3K 0.31% 80
2023
Q1 		$1.36M Sell
18,454
-355
-2% -$26K 0.35% 74
2022
Q4 		$1.35M Buy
18,809
+3,540
+23% +$254K 0.38% 68
2022
Q3 		$1.09M Sell
15,269
-1,019
-6% -$76.3K 0.35% 74
2022
Q2 		$1.23M Sell
16,288
-2,137
-12% -$163K 0.38% 71
2022
Q1 		$1.47M Buy
18,425
+5,364
+41% +$438K 0.38% 66
2021
Q4 		$1.11M Sell
13,061
-389
-3% -$33.1K 0.28% 85
2021
Q3 		$1.15M Buy
13,450
+705
+6% +$60.9K 0.34% 73
2021
Q2 		$1.09M Buy
12,745
+238
+2% +$20.3K 0.32% 86
2021
Q1 		$1.06M Sell
12,507
-3,167
-20% -$273K 0.37% 69
2020
Q4 		$1.38M Buy
15,674
+2,090
+15% +$184K 0.49% 49
2020
Q3 		$1.2M Sell
13,584
-899
-6% -$79.7K 0.47% 51
2020
Q2 		$1.28M Buy
14,483
+2,881
+25% +$252K 0.57% 39
2020
Q1 		$990K Buy
11,602
+2,576
+29% +$219K 0.55% 50
2019
Q4 		$757K Sell
9,026
-4,587
-34% -$386K 0.32% 86
2019
Q3 		$1.15M Buy
13,613
+599
+5% +$50.2K 0.51% 54
2019
Q2 		$1.08M Buy
13,014
+980
+8% +$79.8K 0.5% 53
2019
Q1 		$977K Buy
12,034
+1,059
+10% +$84.6K 0.48% 62
2018
Q4 		$869K Buy
+10,975
New +$858K 0.53% 55

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cedar Brook Financial Partners's BND Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 4,130 shares — an estimated $298K sold.

Cedar Brook Financial Partners first reported a position in BND in Q4 2018 and held it in 23 quarters. The position peaked at $1.57M in Q4 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,130 Vanguard Total Bond Market shares in Q3 2024, an estimated $298K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 23 quarters.
  • Cedar Brook Financial Partners's Vanguard Total Bond Market position peaked at $1.57M in Q4 2023.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.