FWM
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Fairhaven Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Fairhaven 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
2023
Q4 		– Sell
-3,479
Closed -$243K – 120
2023
Q3 		$243K Sell
3,479
-1,364
-28% -$97.4K 0.1% 91
2023
Q2 		$352K Buy
+4,843
New +$355K 0.13% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Fairhaven Wealth Management's BND Position: Q4 2023 in Review

Fairhaven Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 3,479 shares — an estimated $243K sold.

Fairhaven Wealth Management first reported a position in BND in Q2 2023 and held it in 2 quarters. The position peaked at $352K in Q2 2023. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Fairhaven Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • Fairhaven Wealth Management sold 3,479 Vanguard Total Bond Market shares in Q4 2023, an estimated $243K.
  • Fairhaven Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 2 quarters.
  • Fairhaven Wealth Management's Vanguard Total Bond Market position peaked at $352K in Q2 2023.
  • 1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Fairhaven Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.