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FinTrust Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

FinTrust Capital 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
Q3 		$60.1K Buy
800
+110
+16% +$8.14K 0.01% 529
2024
Q2 		$49.7K Hold
690
– – 0.01% 541
2024
Q1 		$50.1K Sell
690
-339
-33% -$24.6K 0.01% 520
2023
Q4 		$75.7K Sell
1,029
-133
-11% -$9.39K 0.02% 409
2023
Q3 		$81.1K Sell
1,162
-682
-37% -$48.7K 0.02% 385
2023
Q2 		$132K Hold
1,844
– – 0.03% 314
2023
Q1 		$132K Hold
1,844
– – 0.03% 314
2022
Q4 		$132K Hold
1,844
– – 0.03% 313
2022
Q3 		$130K Sell
1,844
-44
-2% -$3.29K 0.03% 325
2022
Q2 		$144K Buy
1,888
+1
+0.1% +$76 0.04% 316
2022
Q1 		$150K Hold
1,887
– – 0.03% 334
2021
Q4 		$160K Hold
1,887
– – 0.04% 325
2021
Q3 		$161K Hold
1,887
– – 0.04% 309
2021
Q2 		$162K Sell
1,887
-130
-6% -$11.1K 0.04% 318
2021
Q1 		$171K Hold
2,017
– – 0.05% 296
2020
Q4 		$178K Sell
2,017
-119
-6% -$10.5K 0.06% 264
2020
Q3 		$188 Sell
2,136
-532
-20% -$47.2K 0.04% 245
2020
Q2 		$236K Buy
2,668
+898
+51% +$78.5K 0.09% 175
2020
Q1 		$151K Buy
1,770
+1
+0.1% +$85 0.07% 227
2019
Q4 		$148K Buy
1,769
+95
+6% +$7.99K 0.06% 266
2019
Q3 		$141K Sell
1,674
-21
-1% -$1.76K 0.05% 285
2019
Q2 		$141K Buy
1,695
+95
+6% +$7.74K 0.06% 247
2019
Q1 		$130K Sell
1,600
-509
-24% -$40.6K 0.05% 242
2018
Q4 		$167K Buy
+2,109
New +$165K 0.08% 192

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

FinTrust Capital Advisors's BND Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Vanguard Total Bond Market (BND) stake by 16% in Q3 2024, buying an estimated $8.14K and bringing the position to 800 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #529.

FinTrust Capital Advisors first reported a position in BND in Q4 2018 and has held it in 24 quarters since. The position peaked at $236K in Q2 2020. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • FinTrust Capital Advisors held 800 shares of Vanguard Total Bond Market worth $60.1K as of Q3 2024.
  • FinTrust Capital Advisors bought 110 Vanguard Total Bond Market shares in Q3 2024, an estimated $8.14K.
  • Vanguard Total Bond Market made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #529 holding.
  • FinTrust Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Vanguard Total Bond Market position peaked at $236K in Q2 2020.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.