CASC
BND icon

Coppell Advisory Solutions Corp’s Vanguard Total Bond Market BND Stock Holding History

Coppell Advisory Solutions 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
2024
Q1 		$1.78M Buy
+24,523
New +$1.78M 0.34% 72
2023
Q1 		– Sell
-1,031
Closed -$74.1K – 298
2022
Q4 		$74.1K Buy
+1,031
New +$73.9K 0.03% 256

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

Coppell Advisory Solutions Corp's BND Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Vanguard Total Bond Market (BND) in Q1 2024: 24,523 shares worth $1.78M. The stake represents 0.34% of the portfolio and ranks #72 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in BND as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in BND in Q4 2022 and has held it in 2 quarters since. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Coppell Advisory Solutions Corp held 24,523 shares of Vanguard Total Bond Market worth $1.78M as of Q1 2024.
  • Vanguard Total Bond Market was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Total Bond Market made up 0.34% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #72 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 2 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.