Clean Yield Group’s Vanguard Total Bond Market BND Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-209	Closed	-$15.2K	–	370
2024 Q1	$15.2K	Buy	+209	New	+$15.2K	0.01%	304
2016 Q2	–	Sell	-1,702	Closed	-$141K	–	299
2016 Q1	$141K	Buy	+1,702	New	+$139K	0.06%	136
2015 Q4	–	Sell	-2,927	Closed	-$240K	–	126
2015 Q3	$240K	Sell	2,927 -1,950	-40%	-$159K	0.11%	114
2015 Q2	$396K	Buy	+4,877	New	+$401K	0.18%	98

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Clean Yield Group's BND Position: Q2 2024 in Review

Clean Yield Group sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 209 shares — an estimated $15.2K sold.

Clean Yield Group first reported a position in BND in Q2 2015 and held it in 4 quarters. The position peaked at $396K in Q2 2015. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

Clean Yield Group reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 209 Vanguard Total Bond Market shares in Q2 2024, an estimated $15.2K.
Clean Yield Group first reported a position in Vanguard Total Bond Market in Q2 2015 and held it in 4 quarters.
Clean Yield Group's Vanguard Total Bond Market position peaked at $396K in Q2 2015.
1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.