CAM
BND icon

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

Crestone 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
Q2 		– Sell
-2,987
Closed -$217K – 11
2024
Q1 		$217K Buy
+2,987
New +$217K 0.04% 92
2016
Q4 		– Sell
-45,015
Closed -$3.79M – 37
2016
Q3 		$3.79M Buy
45,015
+22,426
+99% +$1.89M 2.15% 13
2016
Q2 		$1.9M Buy
+22,589
New +$1.88M 1.3% 15

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
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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Crestone Asset Management's BND Position: Q2 2024 in Review

Crestone Asset Management sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 2,987 shares — an estimated $217K sold.

Crestone Asset Management first reported a position in BND in Q2 2016 and held it in 3 quarters. The position peaked at $3.79M in Q3 2016. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Crestone Asset Management reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 2,987 Vanguard Total Bond Market shares in Q2 2024, an estimated $217K.
  • Crestone Asset Management first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 3 quarters.
  • Crestone Asset Management's Vanguard Total Bond Market position peaked at $3.79M in Q3 2016.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.