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Colonial Trust Advisors’s Vanguard Total Bond Market BND Stock Holding History

Colonial Trust 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
Q2 		– Sell
-19
Closed -$1.38K – 790
2024
Q1 		$1.38K Sell
19
-196
-91% -$14.2K ﹤0.01% 836
2023
Q4 		$15.8K Buy
+215
New +$15.2K ﹤0.01% 446
2022
Q4 		– Sell
-683
Closed -$49K – 913
2022
Q3 		$49K Buy
+683
New +$51.1K 0.01% 232

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Colonial Trust Advisors's BND Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 19 shares — an estimated $1.38K sold.

Colonial Trust Advisors first reported a position in BND in Q3 2022 and held it in 3 quarters. The position peaked at $49K in Q3 2022. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 19 Vanguard Total Bond Market shares in Q2 2024, an estimated $1.38K.
  • Colonial Trust Advisors first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 3 quarters.
  • Colonial Trust Advisors's Vanguard Total Bond Market position peaked at $49K in Q3 2022.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.