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Financial Planning & Information Services’s Vanguard Total Bond Market BND Stock Holding History

Financial Planning & Information Services’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
Q3 		$224K Buy
+2,983
New +$221K 0.03% 83
2023
Q4 		– Sell
-3,334
Closed -$233K – 85
2023
Q3 		$233K Sell
3,334
-553
-14% -$39.5K 0.04% 75
2023
Q2 		$283K Sell
3,887
-3,812
-50% -$279K 0.05% 74
2023
Q1 		$568K Sell
7,699
-4,723
-38% -$346K 0.11% 56
2022
Q4 		$892K Sell
12,422
-3,597
-22% -$258K 0.19% 45
2022
Q3 		$1.14M Sell
16,019
-11,858
-43% -$887K 0.28% 40
2022
Q2 		$2.1M Sell
27,877
-24,451
-47% -$1.86M 0.51% 32
2022
Q1 		$4.16M Buy
52,328
+34,829
+199% +$2.85M 0.93% 23
2021
Q4 		$1.48M Buy
17,499
+526
+3% +$44.8K 0.37% 38
2021
Q3 		$1.45M Sell
16,973
-785
-4% -$67.8K 0.39% 36
2021
Q2 		$1.52M Buy
17,758
+1,386
+8% +$118K 0.45% 33
2021
Q1 		$1.39M Buy
16,372
+270
+2% +$23.3K 0.42% 33
2020
Q4 		$1.42M Buy
16,102
+542
+3% +$47.7K 0.48% 30
2020
Q3 		$1.37M Buy
15,560
+1,035
+7% +$91.8K 0.53% 28
2020
Q2 		$1.28M Buy
14,525
+585
+4% +$51.1K 0.54% 29
2020
Q1 		$1.19M Buy
13,940
+1,712
+14% +$145K 0.62% 29
2019
Q4 		$1.02M Buy
12,228
+1,570
+15% +$132K 0.41% 34
2019
Q3 		$900K Sell
10,658
-637
-6% -$53.4K 0.38% 34
2019
Q2 		$938K Sell
11,295
-6,278
-36% -$511K 0.41% 34
2019
Q1 		$1.43M Sell
17,573
-17,460
-50% -$1.39M 0.64% 29
2018
Q4 		$2.77M Sell
35,033
-48,235
-58% -$3.77M 1.37% 19
2018
Q3 		$6.55M Sell
83,268
-100,342
-55% -$7.93M 2.53% 14
2018
Q2 		$14.5M Sell
183,610
-221,770
-55% -$17.5M 5.43% 7
2018
Q1 		$32.4M Sell
405,380
-75,615
-16% -$6.05M 11.36% 1
2017
Q4 		$39.2M Buy
480,995
+2,354
+0.5% +$192K 13.32% 1
2017
Q3 		$39.2M Buy
478,641
+11,697
+3% +$960K 13.84% 1
2017
Q2 		$38.2M Buy
466,944
+16,804
+4% +$1.37M 13.74% 1
2017
Q1 		$36.5M Buy
450,140
+24,017
+6% +$1.94M 13.44% 1
2016
Q4 		$34.4M Buy
426,123
+113,870
+36% +$9.33M 13.36% 1
2016
Q3 		$26.3M Buy
312,253
+148,747
+91% +$12.5M 10.81% 1
2016
Q2 		$13.8M Buy
+163,506
New +$13.6M 6.32% 7

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
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

Financial Planning & Information Services's BND Position: Q3 2024 in Review

Financial Planning & Information Services opened a new position in Vanguard Total Bond Market (BND) in Q3 2024: 2,983 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #83 among its holdings. This is a return to the name: Financial Planning & Information Services previously reported a position in BND as recently as Q3 2023.

Financial Planning & Information Services first reported a position in BND in Q2 2016 and has held it in 31 quarters since. The position peaked at $39.2M in Q4 2017. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Financial Planning & Information Services held 2,983 shares of Vanguard Total Bond Market worth $224K as of Q3 2024.
  • Vanguard Total Bond Market was a new Financial Planning & Information Services position in Q3 2024.
  • Vanguard Total Bond Market made up 0.03% of Financial Planning & Information Services's portfolio in Q3 2024, its #83 holding.
  • Financial Planning & Information Services first reported a position in Vanguard Total Bond Market in Q2 2016 and has held it in 31 quarters since.
  • Financial Planning & Information Services's Vanguard Total Bond Market position peaked at $39.2M in Q4 2017.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.