DB Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History

DB Wealth Management Group’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	$23.2K	Buy	315 +158	+101%	+$11.2K	0.01%	220
2023 Q3	$11K	Buy	157 +144	+1,108%	+$10.3K	0.01%	271
2023 Q2	$945	Hold	13	–	–	﹤0.01%	346
2023 Q1	$960	Hold	13	–	–	﹤0.01%	341
2022 Q4	$934	Buy	+13	New	+$931	﹤0.01%	336
2022 Q2	–	Sell	-124	Closed	-$10K	–	295
2022 Q1	$10K	Hold	124	–	–	0.01%	304
2021 Q4	$11K	Hold	124	–	–	0.01%	263
2021 Q3	$11K	Hold	124	–	–	0.01%	258
2021 Q2	$11K	Sell	124 -606	-83%	-$51.7K	0.01%	260
2021 Q1	$62K	Sell	730 -702	-49%	-$60.5K	0.04%	145
2020 Q4	$126K	Buy	+1,432	New	+$126K	0.09%	102

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

DB Wealth Management Group's BND Position: Q4 2023 in Review

DB Wealth Management Group increased its Vanguard Total Bond Market (BND) stake by 101% in Q4 2023, buying an estimated $11.2K and bringing the position to 315 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #220.

DB Wealth Management Group first reported a position in BND in Q4 2020 and has held it in 11 quarters since. The position peaked at $126K in Q4 2020. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

DB Wealth Management Group held 315 shares of Vanguard Total Bond Market worth $23.2K as of Q4 2023.
DB Wealth Management Group bought 158 Vanguard Total Bond Market shares in Q4 2023, an estimated $11.2K.
Vanguard Total Bond Market made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #220 holding.
DB Wealth Management Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 11 quarters since.
DB Wealth Management Group's Vanguard Total Bond Market position peaked at $126K in Q4 2020.
1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.