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Ethos Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Ethos Financial 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
2024
Q3 		– Sell
-3,058
Closed -$220K – 302
2024
Q2 		$220K Sell
3,058
-566
-16% -$40.5K 0.04% 246
2024
Q1 		$263K Hold
3,624
– – 0.05% 220
2023
Q4 		$267K Sell
3,624
-1,923
-35% -$136K 0.06% 211
2023
Q3 		$387K Sell
5,547
-315
-5% -$22.5K 0.1% 110
2023
Q2 		$433K Hold
5,862
– – 0.15% 76
2023
Q1 		$433K Buy
+5,862
New +$429K 0.13% 92

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ethos Financial Group's BND Position: Q3 2024 in Review

Ethos Financial Group sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 3,058 shares — an estimated $220K sold.

Ethos Financial Group first reported a position in BND in Q1 2023 and held it in 6 quarters. The position peaked at $433K in Q2 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Ethos Financial Group reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Ethos Financial Group sold 3,058 Vanguard Total Bond Market shares in Q3 2024, an estimated $220K.
  • Ethos Financial Group first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 6 quarters.
  • Ethos Financial Group's Vanguard Total Bond Market position peaked at $433K in Q2 2023.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Ethos Financial Group's 13F filing for Q3 2024, filed 7 Nov 2024.