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First Personal Financial Services’s Vanguard Total Bond Market BND Stock Holding History

First Personal Financial 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 		$2.61M Sell
34,803
-548
-2% -$40.6K 0.55% 52
2024
Q2 		$2.55M Buy
35,351
+92
+0.3% +$6.59K 0.58% 49
2024
Q1 		$2.56M Sell
35,259
-1,099
-3% -$79.8K 0.59% 49
2023
Q4 		$2.67M Sell
36,358
-450
-1% -$31.8K 0.65% 49
2023
Q3 		$2.57M Sell
36,808
-1,345
-4% -$96K 0.67% 47
2023
Q2 		$2.77M Sell
38,153
-464
-1% -$34K 0.69% 46
2023
Q1 		$2.85M Sell
38,617
-1,627
-4% -$119K 0.74% 45
2022
Q4 		$2.89M Sell
40,244
-1,145
-3% -$82K 0.78% 46
2022
Q3 		$2.95M Sell
41,389
-78
-0.2% -$5.84K 0.86% 45
2022
Q2 		$3.12M Sell
41,467
-614
-1% -$46.7K 0.87% 44
2022
Q1 		$3.35M Sell
42,081
-34
-0.1% -$2.78K 0.78% 48
2021
Q4 		$3.57M Buy
42,115
+37
+0.1% +$3.15K 0.8% 46
2021
Q3 		$3.6M Buy
42,078
+244
+0.6% +$21.1K 0.89% 45
2021
Q2 		$3.59M Sell
41,834
-695
-2% -$59.3K 0.92% 45
2021
Q1 		$3.6M Sell
42,529
-2,481
-6% -$214K 0.99% 45
2020
Q4 		$3.97M Buy
45,010
+683
+2% +$60.1K 1.13% 40
2020
Q3 		$3.91M Sell
44,327
-723
-2% -$64.1K 1.24% 37
2020
Q2 		$3.98M Sell
45,050
-289
-0.6% -$25.3K 1.36% 31
2020
Q1 		$3.87M Sell
45,339
-674
-1% -$57.3K 1.5% 27
2019
Q4 		$3.86M Sell
46,013
-3,777
-8% -$318K 1.25% 36
2019
Q3 		$4.2M Buy
49,790
+365
+0.7% +$30.6K 1.31% 34
2019
Q2 		$4.11M Sell
49,425
-235
-0.5% -$19.1K 1.17% 36
2019
Q1 		$4.03M Buy
49,660
+2,452
+5% +$196K 1.23% 34
2018
Q4 		$3.74M Buy
47,208
+1,291
+3% +$101K 1.29% 30
2018
Q3 		$3.61M Buy
45,917
+262
+0.6% +$20.7K 1.14% 34
2018
Q2 		$3.62M Buy
45,655
+131
+0.3% +$10.4K 1.21% 28
2018
Q1 		$3.64M Sell
45,524
-1,472
-3% -$118K 0.8% 40
2017
Q4 		$3.83M Buy
46,996
+1,096
+2% +$89.5K 0.75% 45
2017
Q3 		$3.76M Buy
45,900
+190
+0.4% +$15.6K 0.79% 46
2017
Q2 		$3.74M Sell
45,710
-123
-0.3% -$10K 0.82% 45
2017
Q1 		$3.72M Sell
45,833
-647
-1% -$52.3K 0.89% 39
2016
Q4 		$3.75M Sell
46,480
-36
-0.1% -$2.95K 0.99% 32
2016
Q3 		$3.91M Buy
46,516
+7,487
+19% +$630K 1.14% 31
2016
Q2 		$3.29M Buy
39,029
+1,675
+4% +$139K 1.12% 31
2016
Q1 		$3.09M Buy
37,354
+2,028
+6% +$166K 1.53% 21
2015
Q4 		$2.85M Buy
35,326
+2,866
+9% +$233K 1.61% 14
2015
Q3 		$2.66M Buy
32,460
+2,066
+7% +$168K 1.6% 15
2015
Q2 		$2.47M Buy
30,394
+2,382
+9% +$196K 1.48% 17
2015
Q1 		$2.34M Buy
28,012
+2,929
+12% +$244K 1.42% 17
2014
Q4 		$2.07M Buy
+25,083
New +$2.07M 1.21% 22

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

First Personal Financial Services's BND Position: Q3 2024 in Review

First Personal Financial Services reduced its Vanguard Total Bond Market (BND) stake by 1.6% in Q3 2024, selling an estimated $40.6K and leaving 34,803 shares worth $2.61M. The position accounts for 0.55% of the portfolio, ranked #52.

First Personal Financial Services first reported a position in BND in Q4 2014 and has held it in 40 quarters since. The position peaked at $4.2M in Q3 2019. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • First Personal Financial Services held 34,803 shares of Vanguard Total Bond Market worth $2.61M as of Q3 2024.
  • First Personal Financial Services sold 548 Vanguard Total Bond Market shares in Q3 2024, an estimated $40.6K.
  • Vanguard Total Bond Market made up 0.55% of First Personal Financial Services's portfolio in Q3 2024, its #52 holding.
  • First Personal Financial Services first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Vanguard Total Bond Market position peaked at $4.2M in Q3 2019.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.