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Fortis Advisors’s Vanguard Total Bond Market BND Stock Holding History

Fortis 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 		– Sell
-64,103
Closed -$4.62M – 109
2024
Q2 		$4.62M Sell
64,103
-7,469
-10% -$535K 3.25% 6
2024
Q1 		$5.2M Sell
71,572
-159
-0.2% -$11.5K 3.48% 6
2023
Q4 		$5.28M Sell
71,731
-498
-0.7% -$35.2K 3.76% 6
2023
Q3 		$5.04M Buy
72,229
+2,906
+4% +$207K 3.79% 5
2023
Q2 		$5.04M Buy
69,323
+879
+1% +$64.4K 3.6% 9
2023
Q1 		$5.05M Buy
68,444
+67,561
+7,651% +$4.94M 3.3% 10
2022
Q4 		$63.4K Buy
883
+755
+590% +$54.1K 0.05% 146
2022
Q3 		$9K Buy
128
+1
+0.8% +$75 0.01% 206
2022
Q2 		$10K Buy
127
+1
+0.8% +$76 0.01% 221
2022
Q1 		$10K Hold
126
– – 0.01% 233
2021
Q4 		$11K Sell
126
-662
-84% -$56.4K 0.01% 216
2021
Q3 		$67K Buy
788
+3
+0.4% +$259 0.04% 164
2021
Q2 		$67K Buy
+785
New +$67K 0.04% 170
2020
Q3 		– Sell
-480
Closed -$42K – 153
2020
Q2 		$42K Buy
480
+3
+0.6% +$262 0.04% 126
2020
Q1 		$41K Sell
477
-1,900
-80% -$161K 0.03% 189
2019
Q4 		$199K Buy
2,377
+21
+0.9% +$1.77K 0.12% 117
2019
Q3 		$302K Buy
+2,356
New +$198K 0.14% 68
2018
Q3 		– Sell
-114
Closed -$9K – 299
2018
Q2 		$9K Hold
114
– – 0.01% 272
2018
Q1 		$9K Hold
114
– – 0.01% 250
2017
Q4 		$9K Sell
114
-36
-24% -$2.94K 0.01% 236
2017
Q3 		$12K Buy
+150
New +$12.3K 0.01% 224

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

Fortis Advisors's BND Position: Q3 2024 in Review

Fortis Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 64,103 shares — an estimated $4.62M sold.

Fortis Advisors first reported a position in BND in Q3 2017 and held it in 21 quarters. The position peaked at $5.28M in Q4 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Fortis Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Fortis Advisors sold 64,103 Vanguard Total Bond Market shares in Q3 2024, an estimated $4.62M.
  • Fortis Advisors first reported a position in Vanguard Total Bond Market in Q3 2017 and held it in 21 quarters.
  • Fortis Advisors's Vanguard Total Bond Market position peaked at $5.28M in Q4 2023.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Fortis Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.