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Coyle Financial Counsel’s Vanguard Total Bond Market BND Stock Holding History

Coyle Financial Counsel’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
-3,149
Closed -$220K – 70
2023
Q3 		$220K Sell
3,149
-256,020
-99% -$18.3M 0.09% 61
2023
Q2 		$18.8M Sell
259,169
-5,783
-2% -$424K 8.47% 3
2023
Q1 		$19.6M Sell
264,952
-8,306
-3% -$608K 9% 3
2022
Q4 		$19.6M Buy
273,258
+251,724
+1,169% +$18M 9.45% 3
2022
Q3 		$1.54M Sell
21,534
-618
-3% -$46.2K 1.02% 23
2022
Q2 		$1.67M Buy
22,152
+3,426
+18% +$261K 0.91% 25
2022
Q1 		$1.49M Buy
18,726
+247
+1% +$20.2K 0.79% 28
2021
Q4 		$1.57M Buy
18,479
+1,279
+7% +$109K 0.92% 26
2021
Q3 		$1.47M Buy
17,200
+352
+2% +$30.4K 0.86% 29
2021
Q2 		$1.45M Buy
16,848
+2,172
+15% +$185K 0.87% 30
2021
Q1 		$1.24M Sell
14,676
-2,317
-14% -$200K 0.86% 29
2020
Q4 		$1.5M Buy
16,993
+2,178
+15% +$192K 1.1% 28
2020
Q3 		$1.31M Buy
+14,815
New +$1.31M 1.09% 27
2020
Q1 		– Sell
-8,970
Closed -$752K – 49
2019
Q4 		$752K Sell
8,970
-172
-2% -$14.5K 0.7% 36
2019
Q3 		$772K Sell
9,142
-534
-6% -$44.8K 0.78% 35
2019
Q2 		$804K Buy
9,676
+1,447
+18% +$118K 0.72% 34
2019
Q1 		$668K Sell
8,229
-728
-8% -$58.1K 0.65% 32
2018
Q4 		$709K Buy
+8,957
New +$700K 0.75% 29
2018
Q3 		– Sell
-9,278
Closed -$735K – 65
2018
Q2 		$735K Buy
9,278
+91
+1% +$7.19K 0.69% 32
2018
Q1 		$734K Buy
+9,187
New +$735K 0.76% 30

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

Coyle Financial Counsel's BND Position: Q4 2023 in Review

Coyle Financial Counsel sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 3,149 shares — an estimated $220K sold.

Coyle Financial Counsel first reported a position in BND in Q1 2018 and held it in 20 quarters. The position peaked at $19.6M in Q4 2022. 1,447 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Coyle Financial Counsel reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • Coyle Financial Counsel sold 3,149 Vanguard Total Bond Market shares in Q4 2023, an estimated $220K.
  • Coyle Financial Counsel first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 20 quarters.
  • Coyle Financial Counsel's Vanguard Total Bond Market position peaked at $19.6M in Q4 2022.
  • 1,447 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Coyle Financial Counsel's 13F filing for Q4 2023, filed 15 Feb 2024.