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

Foster Dykema Cabot & Partners’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 		– Sell
-2,751
Closed -$202K – 321
2023
Q4 		$202K Buy
+2,751
New +$194K 0.02% 89

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Creative Planning
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Vanguard Group
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Jones Financial Companies
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Wells Fargo
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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

Foster Dykema Cabot & Partners's BND Position: Q1 2024 in Review

Foster Dykema Cabot & Partners sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 2,751 shares — an estimated $202K sold.

Foster Dykema Cabot & Partners first reported a position in BND in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Foster Dykema Cabot & Partners reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 2,751 Vanguard Total Bond Market shares in Q1 2024, an estimated $202K.
  • Foster Dykema Cabot & Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Vanguard Total Bond Market position peaked at $202K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2024, filed 10 May 2024.