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Convergence Financial’s Vanguard Total Bond Market BND Stock Holding History

Convergence Financial’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
Q4 		– Sell
-3,812
Closed -$286K – 161
2024
Q3 		$286K Buy
+3,812
New +$282K 0.06% 127

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Convergence Financial's BND Position: Q4 2024 in Review

Convergence Financial sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 3,812 shares — an estimated $286K sold.

Convergence Financial first reported a position in BND in Q3 2024 and held it in 1 quarter. The position peaked at $286K in Q3 2024. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Convergence Financial reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Convergence Financial sold 3,812 Vanguard Total Bond Market shares in Q4 2024, an estimated $286K.
  • Convergence Financial first reported a position in Vanguard Total Bond Market in Q3 2024 and held it in 1 quarter.
  • Convergence Financial's Vanguard Total Bond Market position peaked at $286K in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Convergence Financial's 13F filing for Q4 2024, filed 5 Feb 2025.