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Financial Synergies Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Financial Synergies Wealth Advisors’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
-1,867
Closed -$136K – 119
2024
Q1 		$136K Sell
1,867
-15,417
-89% -$1.12M 0.02% 90
2023
Q4 		$1.24M Buy
17,284
+407
+2% +$28.7K 0.19% 36
2023
Q3 		$1.18M Buy
16,877
+300
+2% +$21.4K 0.17% 38
2023
Q2 		$1.2M Sell
16,577
-310
-2% -$22.7K 0.17% 38
2023
Q1 		$1.25M Sell
16,887
-397
-2% -$29.1K 0.18% 38
2022
Q4 		$1.24M Sell
17,284
-668
-4% -$47.8K 0.19% 36
2022
Q3 		$1.28M Buy
17,952
+458
+3% +$34.3K 0.22% 33
2022
Q2 		$1.32M Sell
17,494
-7,863
-31% -$598K 0.21% 34
2022
Q1 		$2.02M Sell
25,357
-31,196
-55% -$2.55M 0.32% 26
2021
Q4 		$4.79M Sell
56,553
-14,823
-21% -$1.26M 0.66% 18
2021
Q3 		$6.1M Buy
71,376
+4,088
+6% +$353K 0.83% 17
2021
Q2 		$5.78M Buy
67,288
+2,273
+3% +$194K 0.79% 18
2021
Q1 		$5.51M Buy
65,015
+3,802
+6% +$328K 0.8% 19
2020
Q4 		$5.4M Buy
61,213
+46,063
+304% +$4.05M 0.84% 19
2020
Q3 		$1.34M Buy
15,150
+12,254
+423% +$1.09M 0.34% 34
2020
Q2 		$256K Buy
+2,896
New +$253K 0.09% 50

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's BND Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 1,867 shares — an estimated $136K sold.

Financial Synergies Wealth Advisors first reported a position in BND in Q2 2020 and held it in 16 quarters. The position peaked at $6.1M in Q3 2021. 1,441 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,867 Vanguard Total Bond Market shares in Q2 2024, an estimated $136K.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 16 quarters.
  • Financial Synergies Wealth Advisors's Vanguard Total Bond Market position peaked at $6.1M in Q3 2021.
  • 1,441 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.