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Formidable Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Formidable Asset Management’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 		– Sell
-9,566
Closed -$689K – 372
2024
Q2 		$689K Buy
+9,566
New +$685K 0.11% 182

Other funds holding BND

Northwestern Mutual Wealth Management
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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

Formidable Asset Management's BND Position: Q3 2024 in Review

Formidable Asset Management sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 9,566 shares — an estimated $689K sold.

Formidable Asset Management first reported a position in BND in Q2 2024 and held it in 1 quarter. The position peaked at $689K in Q2 2024. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Formidable Asset Management reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 9,566 Vanguard Total Bond Market shares in Q3 2024, an estimated $689K.
  • Formidable Asset Management first reported a position in Vanguard Total Bond Market in Q2 2024 and held it in 1 quarter.
  • Formidable Asset Management's Vanguard Total Bond Market position peaked at $689K in Q2 2024.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.