FirstPurpose Wealth’s Vanguard Total Bond Market BND Stock Holding History

FirstPurpose Wealth’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 Q1	$9.14M	Buy	128,649 +5,976	+5%	+$434K	3.32%	5
2023 Q4	$9.02M	Buy	122,673 +12,763	+12%	+$901K	3.44%	5
2023 Q3	$7.67M	Buy	109,910 +8,383	+8%	+$598K	3.31%	4
2023 Q2	$7.38M	Buy	101,527 +7,253	+8%	+$531K	3.16%	4
2023 Q1	$6.96M	Buy	94,274 +2,179	+2%	+$159K	3.43%	4
2022 Q4	$6.62M	Buy	92,095 +26,218	+40%	+$1.88M	3.69%	4
2022 Q3	$4.7M	Buy	65,877 +4,472	+7%	+$335K	3.1%	6
2022 Q2	$4.62M	Buy	61,405 +3,966	+7%	+$302K	3.11%	6
2022 Q1	$4.57M	Buy	57,439 +15,274	+36%	+$1.25M	3.56%	6
2021 Q4	$3.57M	Buy	+42,165	New	+$3.59M	2.24%	7

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FirstPurpose Wealth's BND Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard Total Bond Market (BND) stake by 4.9% in Q1 2024, buying an estimated $434K and bringing the position to 128,649 shares worth $9.14M. The position accounts for 3.32% of the portfolio, ranked #5.

FirstPurpose Wealth first reported a position in BND in Q4 2021 and has held it in 10 quarters since. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

FirstPurpose Wealth held 128,649 shares of Vanguard Total Bond Market worth $9.14M as of Q1 2024.
FirstPurpose Wealth bought 5,976 Vanguard Total Bond Market shares in Q1 2024, an estimated $434K.
Vanguard Total Bond Market made up 3.32% of FirstPurpose Wealth's portfolio in Q1 2024, its #5 holding.
FirstPurpose Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 10 quarters since.
1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.