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Girard Partners’s Vanguard Total Bond Market BND Stock Holding History

Girard 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
-2,795
Closed -$206K – 263
2023
Q4 		$206K Sell
2,795
-153
-5% -$10.8K 0.02% 245
2023
Q3 		$206K Sell
2,948
-1,303
-31% -$93K 0.02% 238
2023
Q2 		$309K Sell
4,251
-4,459
-51% -$327K 0.03% 207
2023
Q1 		$643K Sell
8,710
-31,687
-78% -$2.32M 0.07% 159
2022
Q4 		$2.9M Buy
40,397
+36,532
+945% +$2.62M 0.33% 78
2022
Q3 		$275K Sell
3,865
-67
-2% -$5.01K 0.04% 209
2022
Q2 		$295K Sell
3,932
-1,748
-31% -$133K 0.04% 196
2022
Q1 		$451K Buy
5,680
+295
+5% +$24.1K 0.05% 171
2021
Q4 		$456K Buy
5,385
+1,206
+29% +$103K 0.05% 175
2021
Q3 		$357K Buy
4,179
+8
+0.2% +$691 0.05% 181
2021
Q2 		$358K Buy
+4,171
New +$356K 0.05% 183
2018
Q4 		– Sell
-4,722
Closed -$371K – 308
2018
Q3 		$371K Sell
4,722
-5,436
-54% -$430K 0.07% 176
2018
Q2 		$804K Buy
10,158
+72
+0.7% +$5.69K 0.15% 138
2018
Q1 		$806K Sell
10,086
-186
-2% -$14.9K 0.19% 117
2017
Q4 		$838K Buy
10,272
+724
+8% +$59.1K 0.16% 127
2017
Q3 		$783K Buy
9,548
+3,143
+49% +$258K 0.16% 120
2017
Q2 		$524K Sell
6,405
-2,516
-28% -$205K 0.11% 153
2017
Q1 		$723K Buy
8,921
+3,520
+65% +$285K 0.17% 122
2016
Q4 		$436K Sell
5,401
-977
-15% -$80K 0.13% 153
2016
Q3 		$537K Buy
6,378
+1,843
+41% +$155K 0.18% 127
2016
Q2 		$382K Sell
4,535
-424
-9% -$35.2K 0.15% 135
2016
Q1 		$411K Sell
4,959
-187
-4% -$15.3K 0.18% 124
2015
Q4 		$416K Sell
5,146
-28
-0.5% -$2.28K 0.2% 116
2015
Q3 		$424K Buy
5,174
+1,042
+25% +$84.9K 0.24% 104
2015
Q2 		$336K Sell
4,132
-679
-14% -$55.8K 0.19% 111
2015
Q1 		$401K Buy
4,811
+2,359
+96% +$196K 0.24% 100
2014
Q4 		$202K Sell
2,452
-74
-3% -$6.1K 0.13% 141
2014
Q3 		$207K Buy
+2,526
New +$207K 0.14% 130

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Girard Partners's BND Position: Q1 2024 in Review

Girard Partners sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 2,795 shares — an estimated $206K sold.

Girard Partners first reported a position in BND in Q3 2014 and held it in 28 quarters. The position peaked at $2.9M in Q4 2022. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Girard Partners reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Girard Partners sold 2,795 Vanguard Total Bond Market shares in Q1 2024, an estimated $206K.
  • Girard Partners first reported a position in Vanguard Total Bond Market in Q3 2014 and held it in 28 quarters.
  • Girard Partners's Vanguard Total Bond Market position peaked at $2.9M in Q4 2022.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Girard Partners's 13F filing for Q1 2024, filed 13 May 2024.