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

Drake & 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
2024
Q4 		– Sell
-2,746
Closed -$206K – 92
2024
Q3 		$206K Buy
+2,746
New +$203K 0.07% 88

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Drake & Associates's BND Position: Q4 2024 in Review

Drake & Associates sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 2,746 shares — an estimated $206K sold.

Drake & Associates first reported a position in BND in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Drake & Associates reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Drake & Associates sold 2,746 Vanguard Total Bond Market shares in Q4 2024, an estimated $206K.
  • Drake & Associates first reported a position in Vanguard Total Bond Market in Q3 2024 and held it in 1 quarter.
  • Drake & Associates's Vanguard Total Bond Market position peaked at $206K in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Drake & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.