Core Wealth Advisors (Florida)’s Vanguard Total Bond Market BND Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-107	Closed	-$7.9K	–	243
2023 Q1	$7.9K	Sell	107 -284	-73%	-$20.8K	﹤0.01%	173
2022 Q4	$28.1K	Hold	391	–	–	0.01%	101
2022 Q3	$28K	Hold	391	–	–	0.02%	82
2022 Q2	$29K	Buy	+391	New	+$29.8K	0.02%	90

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BND Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 107 shares — an estimated $7.9K sold.

Core Wealth Advisors (Florida) first reported a position in BND in Q2 2022 and held it in 4 quarters. The position peaked at $29K in Q2 2022. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 107 Vanguard Total Bond Market shares in Q2 2023, an estimated $7.9K.
Core Wealth Advisors (Florida) first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s Vanguard Total Bond Market position peaked at $29K in Q2 2022.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.