Cypress Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Cypress Financial Planning’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 Q3	–	Sell	-3,418	Closed	-$246K	–	80
2024 Q2	$246K	Sell	3,418 -5,237	-61%	-$375K	0.1%	66
2024 Q1	$629K	Buy	8,655 +5,150	+147%	+$374K	0.29%	32
2023 Q4	$256K	Sell	3,505 -93	-3%	-$6.57K	0.23%	29
2023 Q3	$251K	Buy	3,598 +90	+3%	+$6.42K	0.14%	53
2023 Q2	$254K	Buy	3,508 +146	+4%	+$10.7K	0.14%	51
2023 Q1	$249K	Buy	3,362 +199	+6%	+$14.6K	0.15%	49
2022 Q4	$228K	Sell	3,163 -1,525	-33%	-$109K	0.15%	50
2022 Q3	$334K	Buy	4,688 +92	+2%	+$6.88K	0.24%	39
2022 Q2	$346K	Buy	+4,596	New	+$350K	0.24%	39

Other funds holding BND

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cypress Financial Planning's BND Position: Q3 2024 in Review

Cypress Financial Planning sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 3,418 shares — an estimated $246K sold.

Cypress Financial Planning first reported a position in BND in Q2 2022 and held it in 9 quarters. The position peaked at $629K in Q1 2024. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Cypress Financial Planning reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
Cypress Financial Planning sold 3,418 Vanguard Total Bond Market shares in Q3 2024, an estimated $246K.
Cypress Financial Planning first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 9 quarters.
Cypress Financial Planning's Vanguard Total Bond Market position peaked at $629K in Q1 2024.
1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Cypress Financial Planning's 13F filing for Q3 2024, filed 7 Oct 2024.