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Crumly & Associates’s Vanguard Total Bond Market BND Stock Holding History

Crumly & Associates’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
Q3 		– Sell
-3,817
Closed -$277K – 115
2023
Q2 		$277K Buy
+3,817
New +$280K 0.11% 101

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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
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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Crumly & Associates's BND Position: Q3 2023 in Review

Crumly & Associates sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 3,817 shares — an estimated $277K sold.

Crumly & Associates first reported a position in BND in Q2 2023 and held it in 1 quarter. The position peaked at $277K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Crumly & Associates reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Crumly & Associates sold 3,817 Vanguard Total Bond Market shares in Q3 2023, an estimated $277K.
  • Crumly & Associates first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 1 quarter.
  • Crumly & Associates's Vanguard Total Bond Market position peaked at $277K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Crumly & Associates's 13F filing for Q3 2023, filed 2 Nov 2023.