Epic Trust Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Epic Trust Investment 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	$618K	Sell	8,584 -2,549	-23%	-$183K	0.68%	32
2024 Q1	$809K	Sell	11,133 -1,297	-10%	-$94.1K	1%	25
2023 Q4	$914K	Sell	12,430 -2,592	-17%	-$183K	1.23%	20
2023 Q3	$1.05M	Sell	15,022 -2,770	-16%	-$198K	1.65%	14
2023 Q2	$1.29M	Buy	17,792 +2,463	+16%	+$180K	1.84%	11
2023 Q1	$1.13M	Sell	15,329 -3,756	-20%	-$275K	1.38%	15
2022 Q4	$1.37M	Sell	19,085 -1,730	-8%	-$124K	2.06%	10
2022 Q3	$1.49M	Buy	20,815 +4,632	+29%	+$347K	2.06%	12
2022 Q2	$1.22M	Buy	+16,183	New	+$1.23M	2.3%	10

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Epic Trust Investment Advisors's BND Position: Q2 2024 in Review

Epic Trust Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 23% in Q2 2024, selling an estimated $183K and leaving 8,584 shares worth $618K. The position accounts for 0.68% of the portfolio, ranked #32.

Epic Trust Investment Advisors first reported a position in BND in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2022. 1,441 funds tracked by Wall St. Rank hold BND as of Q2 2024.

Epic Trust Investment Advisors held 8,584 shares of Vanguard Total Bond Market worth $618K as of Q2 2024.
Epic Trust Investment Advisors sold 2,549 Vanguard Total Bond Market shares in Q2 2024, an estimated $183K.
Vanguard Total Bond Market made up 0.68% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #32 holding.
Epic Trust Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 9 quarters since.
Epic Trust Investment Advisors's Vanguard Total Bond Market position peaked at $1.49M in Q3 2022.
1,441 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.