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CIC Wealth’s Vanguard Total Bond Market BND Stock Holding History

CIC Wealth’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 		$693K Buy
9,225
+504
+6% +$37.3K 0.18% 87
2024
Q2 		$628K Buy
8,721
+185
+2% +$13.2K 0.17% 88
2024
Q1 		$620K Buy
8,536
+747
+10% +$54.2K 0.18% 89
2023
Q4 		$573K Buy
7,789
+88
+1% +$6.21K 0.18% 89
2023
Q3 		$537K Buy
7,701
+736
+11% +$52.5K 0.19% 90
2023
Q2 		$506K Buy
6,965
+352
+5% +$25.8K 0.18% 90
2023
Q1 		$488K Buy
6,613
+902
+16% +$66K 0.18% 91
2022
Q4 		$410K Buy
+5,711
New +$409K 0.17% 100

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

CIC Wealth's BND Position: Q3 2024 in Review

CIC Wealth increased its Vanguard Total Bond Market (BND) stake by 5.8% in Q3 2024, buying an estimated $37.3K and bringing the position to 9,225 shares worth $693K. The position accounts for 0.18% of the portfolio, ranked #87.

CIC Wealth first reported a position in BND in Q4 2022 and has held it in 8 quarters since. 1,459 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • CIC Wealth held 9,225 shares of Vanguard Total Bond Market worth $693K as of Q3 2024.
  • CIC Wealth bought 504 Vanguard Total Bond Market shares in Q3 2024, an estimated $37.3K.
  • Vanguard Total Bond Market made up 0.18% of CIC Wealth's portfolio in Q3 2024, its #87 holding.
  • CIC Wealth first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 8 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.