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Cetera Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cetera Advisors’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
Q1 		$63.6M Buy
875,721
+248,422
+40% +$18M 0.5% 31
2023
Q4 		$46.1M Sell
627,299
-27,245
-4% -$1.92M 0.64% 24
2023
Q3 		$45.7M Buy
654,544
+44,073
+7% +$3.15M 0.71% 24
2023
Q2 		$44.4M Sell
610,471
-248,492
-29% -$18.2M 0.7% 23
2023
Q1 		$63.4M Buy
858,963
+55,145
+7% +$4.04M 1.06% 12
2022
Q4 		$57.7M Buy
803,818
+466,579
+138% +$33.4M 1.05% 11
2022
Q3 		$24.1M Sell
337,239
-88,905
-21% -$6.65M 0.64% 28
2022
Q2 		$32.1M Buy
426,144
+13,209
+3% +$1.01M 0.73% 24
2022
Q1 		$32.8M Sell
412,935
-94,819
-19% -$7.75M 0.66% 21
2021
Q4 		$43M Buy
507,754
+3,465
+0.7% +$295K 0.87% 14
2021
Q3 		$43.1M Buy
504,289
+67,575
+15% +$5.83M 0.84% 16
2021
Q2 		$37.5M Buy
436,714
+70,659
+19% +$6.03M 0.89% 13
2021
Q1 		$31M Buy
366,055
+53,511
+17% +$4.61M 0.85% 14
2020
Q4 		$27.6M Buy
312,544
+38,270
+14% +$3.37M 0.88% 13
2020
Q3 		$24.2M Buy
274,274
+24,312
+10% +$2.16M 0.91% 13
2020
Q2 		$22.1M Buy
249,962
+27,022
+12% +$2.36M 0.94% 10
2020
Q1 		$19M Buy
222,940
+33,520
+18% +$2.85M 1.02% 11
2019
Q4 		$15.9M Sell
189,420
-373,532
-66% -$31.4M 0.68% 23
2019
Q3 		$47.5M Buy
562,952
+61,314
+12% +$5.14M 2.1% 5
2019
Q2 		$41.6M Buy
501,638
+101,116
+25% +$8.24M 1.85% 6
2019
Q1 		$32.5M Buy
400,522
+26,124
+7% +$2.09M 1.62% 7
2018
Q4 		$29.7M Buy
374,398
+1,402
+0.4% +$110K 1.73% 6
2018
Q3 		$29.3M Buy
372,996
+39,040
+12% +$3.09M 1.44% 8
2018
Q2 		$26.4M Buy
333,956
+773
+0.2% +$61.1K 1.52% 7
2018
Q1 		$26.6M Buy
+333,183
New +$26.7M 1.6% 6
2017
Q4 		– Sell
-188,786
Closed -$15.5M – 783
2017
Q3 		$15.5M Buy
188,786
+8,279
+5% +$679K 0.93% 15
2017
Q2 		$14.8M Sell
180,507
-2,849
-2% -$233K 0.92% 17
2017
Q1 		$14.9M Buy
183,356
+7,443
+4% +$602K 0.99% 15
2016
Q4 		$14.2M Sell
175,913
-84,321
-32% -$6.91M 1.07% 12
2016
Q3 		$21.9M Buy
260,234
+7,308
+3% +$615K 1.68% 7
2016
Q2 		$21.3M Buy
252,926
+22,681
+10% +$1.88M 1.66% 7
2016
Q1 		$19.1M Buy
230,245
+147,276
+178% +$12M 1.59% 7
2015
Q4 		$6.71M Buy
82,969
+1,294
+2% +$105K 0.57% 31
2015
Q3 		$6.68M Buy
81,675
+8,604
+12% +$701K 0.64% 28
2015
Q2 		$5.94M Buy
73,071
+30,400
+71% +$2.5M 0.51% 39
2015
Q1 		$3.56M Buy
42,671
+29,078
+214% +$2.42M 0.33% 71
2014
Q4 		$1.12M Buy
13,593
+7,674
+130% +$633K 0.11% 223
2014
Q3 		$483K Sell
5,919
-246
-4% -$20.2K 0.04% 355
2014
Q2 		$503K Buy
6,165
+1,341
+28% +$110K 0.06% 350
2014
Q1 		$391K Buy
4,824
+1,501
+45% +$122K 0.05% 356
2013
Q4 		$267K Sell
3,323
-2,288
-41% -$185K 0.04% 394
2013
Q3 		$454K Sell
5,611
-774
-12% -$62.3K 0.08% 246
2013
Q2 		$517K Buy
+6,385
New +$529K 0.11% 215

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Cetera Advisors's BND Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard Total Bond Market (BND) stake by 40% in Q1 2024, buying an estimated $18M and bringing the position to 875,721 shares worth $63.6M. The position accounts for 0.5% of the portfolio, ranked #31.

Cetera Advisors first reported a position in BND in Q2 2013 and has held it in 43 quarters since. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Cetera Advisors held 875,721 shares of Vanguard Total Bond Market worth $63.6M as of Q1 2024.
  • Cetera Advisors bought 248,422 Vanguard Total Bond Market shares in Q1 2024, an estimated $18M.
  • Vanguard Total Bond Market made up 0.5% of Cetera Advisors's portfolio in Q1 2024, its #31 holding.
  • Cetera Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 43 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.