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DHK Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

DHK Financial Advisors’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
-25,048
Closed -$1.82M – 76
2024
Q1 		$1.82M Buy
25,048
+2,806
+13% +$204K 1.29% 22
2023
Q4 		$1.64M Buy
22,242
+9
+0% +$635 1.23% 23
2023
Q3 		$1.55M Buy
22,233
+101
+0.5% +$7.21K 1.38% 19
2023
Q2 		$1.61M Buy
+22,132
New +$1.62M 1.37% 19
2023
Q1 		– Sell
-20,473
Closed -$1.47M – 42
2022
Q4 		$1.47M Sell
20,473
-1,437
-7% -$103K 2.04% 15
2022
Q3 		$1.56M Buy
+21,910
New +$1.64M 2.57% 11

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

DHK Financial Advisors's BND Position: Q2 2024 in Review

DHK Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 25,048 shares — an estimated $1.82M sold.

DHK Financial Advisors first reported a position in BND in Q3 2022 and held it in 6 quarters. The position peaked at $1.82M in Q1 2024. 1,444 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • DHK Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 25,048 Vanguard Total Bond Market shares in Q2 2024, an estimated $1.82M.
  • DHK Financial Advisors first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 6 quarters.
  • DHK Financial Advisors's Vanguard Total Bond Market position peaked at $1.82M in Q1 2024.
  • 1,444 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.