Cozad Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Cozad Asset Management’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	-3,797	Closed	-$285K	–	397
2024 Q3	$285K	Buy	3,797 +2	+0.1%	+$148	0.03%	337
2024 Q2	$273K	Buy	3,795 +2	+0.1%	+$143	0.03%	331
2024 Q1	$275K	Buy	3,793 +193	+5%	+$14K	0.03%	332
2023 Q4	$265K	Sell	3,600 -70	-2%	-$4.94K	0.03%	338
2023 Q3	$256K	Hold	3,670	–	–	0.03%	320
2023 Q2	$267K	Sell	3,670 -223	-6%	-$16.3K	0.03%	324
2023 Q1	$287K	Buy	+3,893	New	+$285K	0.04%	305
2022 Q1	–	Sell	-3,031	Closed	-$257K	–	354
2021 Q4	$257K	Hold	3,031	–	–	0.04%	305
2021 Q3	$259K	Buy	+3,031	New	+$262K	0.04%	300
2021 Q2	–	Sell	-5,224	Closed	-$443K	–	350
2021 Q1	$443K	Sell	5,224 -1,364	-21%	-$118K	0.07%	223
2020 Q4	$581K	Hold	6,588	–	–	0.1%	186
2020 Q3	$581K	Buy	6,588 +3,184	+94%	+$282K	0.11%	184
2020 Q2	$301K	Buy	+3,404	New	+$298K	0.06%	247

Other funds holding BND

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cozad Asset Management's BND Position: Q4 2024 in Review

Cozad Asset Management sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 3,797 shares — an estimated $285K sold.

Cozad Asset Management first reported a position in BND in Q2 2020 and held it in 13 quarters. The position peaked at $581K in Q4 2020. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Cozad Asset Management reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
Cozad Asset Management sold 3,797 Vanguard Total Bond Market shares in Q4 2024, an estimated $285K.
Cozad Asset Management first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 13 quarters.
Cozad Asset Management's Vanguard Total Bond Market position peaked at $581K in Q4 2020.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Cozad Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.