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Family Investment Center’s Vanguard Total Bond Market BND Stock Holding History

Family Investment Center’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 		– Sell
-2,838
Closed -$209K – 83
2023
Q4 		$209K Buy
+2,838
New +$200K 0.1% 70
2023
Q3 		– Sell
-2,799
Closed -$203K – 53
2023
Q2 		$203K Buy
+2,799
New +$205K 0.13% 51

Other funds holding BND

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $208B AUM 16.12% 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 $424B AUM 22.96% 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

Family Investment Center's BND Position: Q1 2024 in Review

Family Investment Center sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 2,838 shares — an estimated $209K sold.

Family Investment Center first reported a position in BND in Q2 2023 and held it in 2 quarters. The position peaked at $209K in Q4 2023. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Family Investment Center reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Family Investment Center sold 2,838 Vanguard Total Bond Market shares in Q1 2024, an estimated $209K.
  • Family Investment Center first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 2 quarters.
  • Family Investment Center's Vanguard Total Bond Market position peaked at $209K in Q4 2023.
  • 1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Family Investment Center's 13F filing for Q1 2024, filed 22 Apr 2024.