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Freedom Wealth Alliance’s Vanguard Total Bond Market BND Stock Holding History

Freedom Wealth Alliance’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 		$606K Buy
8,690
+383
+5% +$27.3K 1% 16
2023
Q2 		$606K Buy
8,307
+431
+5% +$31.6K 0.85% 21
2023
Q1 		$581K Buy
7,876
+1,536
+24% +$112K 0.87% 22
2022
Q4 		$455K Buy
+6,340
New +$454K 0.64% 24

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

Freedom Wealth Alliance's BND Position: Q3 2023 in Review

Freedom Wealth Alliance increased its Vanguard Total Bond Market (BND) stake by 4.6% in Q3 2023, buying an estimated $27.3K and bringing the position to 8,690 shares worth $606K. The position accounts for 1% of the portfolio, ranked #16.

Freedom Wealth Alliance first reported a position in BND in Q4 2022 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Freedom Wealth Alliance held 8,690 shares of Vanguard Total Bond Market worth $606K as of Q3 2023.
  • Freedom Wealth Alliance bought 383 Vanguard Total Bond Market shares in Q3 2023, an estimated $27.3K.
  • Vanguard Total Bond Market made up 1% of Freedom Wealth Alliance's portfolio in Q3 2023, its #16 holding.
  • Freedom Wealth Alliance first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.