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Foster Dykema Cabot & Co’s Vanguard Total Bond Market BND Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$192K Hold
2,751
– – 0.02% 95
2023
Q2 		$200K Hold
2,751
– – 0.02% 96
2023
Q1 		$203K Buy
+2,751
New +$201K 0.03% 83
2022
Q3 		– Sell
-2,751
Closed -$207K – 107
2022
Q2 		$207K Buy
+2,751
New +$209K 0.03% 86

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Foster Dykema Cabot & Co's BND Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Vanguard Total Bond Market (BND) position steady in Q3 2023 at 2,751 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #95.

Foster Dykema Cabot & Co first reported a position in BND in Q2 2022 and has held it in 4 quarters since. The position peaked at $207K in Q2 2022. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Foster Dykema Cabot & Co held 2,751 shares of Vanguard Total Bond Market worth $192K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Vanguard Total Bond Market share count unchanged in Q3 2023.
  • Vanguard Total Bond Market made up 0.02% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #95 holding.
  • Foster Dykema Cabot & Co first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 4 quarters since.
  • Foster Dykema Cabot & Co's Vanguard Total Bond Market position peaked at $207K in Q2 2022.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.