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

Connectus 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
Q1 		$220K Hold
3,026
– – 0.01% 349
2023
Q4 		$223K Hold
3,026
– – ﹤0.01% 475
2023
Q3 		$211K Buy
+3,026
New +$216K ﹤0.01% 464

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

Connectus Wealth's BND Position: Q1 2024 in Review

Connectus Wealth held its Vanguard Total Bond Market (BND) position steady in Q1 2024 at 3,026 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #349.

Connectus Wealth first reported a position in BND in Q3 2023 and has held it in 3 quarters since. The position peaked at $223K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Connectus Wealth held 3,026 shares of Vanguard Total Bond Market worth $220K as of Q1 2024.
  • Connectus Wealth left its Vanguard Total Bond Market share count unchanged in Q1 2024.
  • Vanguard Total Bond Market made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #349 holding.
  • Connectus Wealth first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's Vanguard Total Bond Market position peaked at $223K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.