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

Executive Wealth Management’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 		$688K Sell
9,566
-368
-4% -$26.9K 0.05% 148
2024
Q3 		$746K Buy
+9,934
New +$735K 0.06% 146
2024
Q2 		– Sell
-10,438
Closed -$751K – 138
2024
Q1 		$751K Sell
10,438
-221,980
-96% -$16.1M 0.07% 132
2023
Q4 		$17.1M Buy
232,418
+2,863
+1% +$202K 1.61% 15
2023
Q3 		$16M Sell
229,555
-7,003
-3% -$500K 1.66% 15
2023
Q2 		$17.2M Sell
236,558
-1,551
-0.7% -$114K 1.78% 14
2023
Q1 		$17.6M Buy
238,109
+12,138
+5% +$888K 1.95% 11
2022
Q4 		$16.2M Buy
225,971
+210,258
+1,338% +$15.1M 1.99% 13
2022
Q3 		$15.7K Sell
15,713
-189,809
-92% -$14.2M 2.19% 12
2022
Q2 		$15.5M Sell
205,522
-30,835
-13% -$2.35M 2.08% 10
2022
Q1 		$18.8M Buy
236,357
+56,716
+32% +$4.63M 2.04% 11
2021
Q4 		$15.2M Buy
179,641
+2,079
+1% +$177K 1.52% 16
2021
Q3 		$15.2M Buy
177,562
+13,450
+8% +$1.16M 1.67% 14
2021
Q2 		$14.1M Sell
164,112
-12,673
-7% -$1.08M 1.55% 16
2021
Q1 		$15M Buy
176,785
+110,481
+167% +$9.53M 1.76% 15
2020
Q4 		$5.85M Sell
66,304
-9,999
-13% -$880K 0.72% 34
2020
Q3 		$6.73M Sell
76,303
-30,026
-28% -$2.66M 0.93% 23
2020
Q2 		$9.39M Sell
106,329
-4,953
-4% -$433K 1.41% 15
2020
Q1 		$9.5M Buy
111,282
+70,334
+172% +$5.98M 1.69% 10
2019
Q4 		$3.43M Sell
40,948
-275,342
-87% -$23.1M 0.47% 51
2019
Q3 		$26.7M Buy
316,290
+17,799
+6% +$1.49M 4.05% 8
2019
Q2 		$24.8M Sell
298,491
-607,223
-67% -$49.5M 3.51% 8
2019
Q1 		$73.5M Sell
905,714
-794,473
-47% -$63.4M 13.14% 1
2018
Q4 		$135M Buy
+1,700,187
New +$133M 23.73% 1

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

Executive Wealth Management's BND Position: Q4 2024 in Review

Executive Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 3.7% in Q4 2024, selling an estimated $26.9K and leaving 9,566 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #148.

Executive Wealth Management first reported a position in BND in Q4 2018 and has held it in 24 quarters since. The position peaked at $135M in Q4 2018. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Executive Wealth Management held 9,566 shares of Vanguard Total Bond Market worth $688K as of Q4 2024.
  • Executive Wealth Management sold 368 Vanguard Total Bond Market shares in Q4 2024, an estimated $26.9K.
  • Vanguard Total Bond Market made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #148 holding.
  • Executive Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Vanguard Total Bond Market position peaked at $135M in Q4 2018.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.