Founders Capital Management (Texas)’s Vanguard Total Bond Market BND Stock Holding History

Founders Capital Management (Texas)’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 Q2	–	Sell	-37	Closed	-$3K	–	397
2023 Q1	$3K	Hold	37	–	–	﹤0.01%	356
2022 Q4	$3K	Hold	37	–	–	﹤0.01%	346
2022 Q3	$3K	Buy	+37	New	+$2.77K	﹤0.01%	353
2019 Q1	–	Sell	-11	Closed	-$1K	–	329
2018 Q4	$1K	Buy	+11	New	+$860	﹤0.01%	331
2018 Q3	–	Sell	-263	Closed	-$21K	–	308
2018 Q2	$21K	Hold	263	–	–	0.02%	179
2018 Q1	$21K	Hold	263	–	–	0.02%	205
2017 Q4	$21K	Hold	263	–	–	0.02%	209
2017 Q3	$22K	Hold	263	–	–	0.02%	196
2017 Q2	$22K	Hold	263	–	–	0.02%	195
2017 Q1	$21K	Buy	+263	New	+$21.3K	0.02%	204

Other funds holding BND

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Founders Capital Management (Texas)'s BND Position: Q2 2023 in Review

Founders Capital Management (Texas) sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 37 shares — an estimated $3K sold.

Founders Capital Management (Texas) first reported a position in BND in Q1 2017 and held it in 10 quarters. The position peaked at $22K in Q3 2017. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Founders Capital Management (Texas) reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 37 Vanguard Total Bond Market shares in Q2 2023, an estimated $3K.
Founders Capital Management (Texas) first reported a position in Vanguard Total Bond Market in Q1 2017 and held it in 10 quarters.
Founders Capital Management (Texas)'s Vanguard Total Bond Market position peaked at $22K in Q3 2017.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2023, filed 7 Jul 2023.