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

Executive Wealth 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
Q1 		$11.3M Buy
155,215
+103,514
+200% +$7.51M 2.35% 11
2023
Q4 		$3.8M Buy
51,701
+5,714
+12% +$403K 2.42% 11
2023
Q3 		$3.21M Sell
45,987
-356
-0.8% -$25.4K 2.28% 13
2023
Q2 		$3.37M Buy
46,343
+58
+0.1% +$4.25K 2.28% 13
2023
Q1 		$3.42M Buy
46,285
+37
+0.1% +$2.71K 2.42% 13
2022
Q4 		$3.32M Buy
46,248
+65
+0.1% +$4.66K 2.54% 13
2022
Q3 		$3.29M Sell
46,183
-995
-2% -$74.5K 2.83% 13
2022
Q2 		$3.55M Buy
47,178
+45
+0.1% +$3.42K 2.75% 13
2022
Q1 		$3.75M Buy
47,133
+25
+0.1% +$2.04K 2.46% 15
2021
Q4 		$3.99M Buy
47,108
+53
+0.1% +$4.51K 2.47% 15
2021
Q3 		$4.02M Buy
47,055
+25
+0.1% +$2.16K 2.46% 16
2021
Q2 		$4.04M Sell
47,030
-604
-1% -$51.5K 2.39% 17
2021
Q1 		$4.04M Buy
47,634
+16
+0% +$1.38K 2.48% 17
2020
Q4 		$4.2M Sell
47,618
-1
-0% -$88 2.83% 15
2020
Q3 		$4.2M Buy
47,619
+28
+0.1% +$2.48K 3.23% 14
2020
Q2 		$4.2M Sell
47,591
-1,659
-3% -$145K 3.36% 13
2020
Q1 		$4.2M Buy
49,250
+31
+0.1% +$2.63K 4.03% 10
2019
Q4 		$4.13M Sell
49,219
-551
-1% -$46.3K 3.13% 11
2019
Q3 		$4.2M Sell
49,770
-288
-0.6% -$24.1K 3.36% 10
2019
Q2 		$4.16M Buy
50,058
+71
+0.1% +$5.78K 3.19% 10
2019
Q1 		$4.06M Sell
49,987
-219
-0.4% -$17.5K 3.16% 10
2018
Q4 		$3.98M Sell
50,206
-440
-0.9% -$34.4K 3.75% 9
2018
Q3 		$3.99M Buy
50,646
+32
+0.1% +$2.53K 3.3% 9
2018
Q2 		$4.01M Sell
50,614
-606
-1% -$47.9K 3.57% 9
2018
Q1 		$4.09M Buy
51,220
+30
+0.1% +$2.4K 3.53% 9
2017
Q4 		$4.18M Buy
+51,190
New +$4.18M 3.73% 10

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Executive Wealth Group's BND Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard Total Bond Market (BND) stake by 200% in Q1 2024, buying an estimated $7.51M and bringing the position to 155,215 shares worth $11.3M. The position accounts for 2.35% of the portfolio, ranked #11.

Executive Wealth Group first reported a position in BND in Q4 2017 and has held it in 26 quarters since. 1,425 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Executive Wealth Group held 155,215 shares of Vanguard Total Bond Market worth $11.3M as of Q1 2024.
  • Executive Wealth Group bought 103,514 Vanguard Total Bond Market shares in Q1 2024, an estimated $7.51M.
  • Vanguard Total Bond Market made up 2.35% of Executive Wealth Group's portfolio in Q1 2024, its #11 holding.
  • Executive Wealth Group first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 26 quarters since.
  • 1,425 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.