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Consolidated Planning Corp’s Vanguard Total Bond Market BND Stock Holding History

Consolidated Planning Corp’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
2023
Q4 		– Sell
-3,143
Closed -$219K – 170
2023
Q3 		$219K Sell
3,143
-3,310
-51% -$236K 0.05% 142
2023
Q2 		$469K Buy
+6,453
New +$473K 0.1% 117

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Consolidated Planning Corp's BND Position: Q4 2023 in Review

Consolidated Planning Corp sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 3,143 shares — an estimated $219K sold.

Consolidated Planning Corp first reported a position in BND in Q2 2023 and held it in 2 quarters. The position peaked at $469K in Q2 2023. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Consolidated Planning Corp reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 3,143 Vanguard Total Bond Market shares in Q4 2023, an estimated $219K.
  • Consolidated Planning Corp first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 2 quarters.
  • Consolidated Planning Corp's Vanguard Total Bond Market position peaked at $469K in Q2 2023.
  • 1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Consolidated Planning Corp's 13F filing for Q4 2023, filed 5 Feb 2024.