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Fernwood Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-243
Closed -$17.6K – 252
2024
Q1 		$17.6K Buy
+243
New +$17.6K 0.01% 467

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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Fernwood Investment Management's BND Position: Q2 2024 in Review

Fernwood Investment Management sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 243 shares — an estimated $17.6K sold.

Fernwood Investment Management first reported a position in BND in Q1 2024 and held it in 1 quarter. The position peaked at $17.6K in Q1 2024. 1,444 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Fernwood Investment Management reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 243 Vanguard Total Bond Market shares in Q2 2024, an estimated $17.6K.
  • Fernwood Investment Management first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Total Bond Market position peaked at $17.6K in Q1 2024.
  • 1,444 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.