Global Wealth Management Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

Global Wealth Management Investment Advisory’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	-24	Closed	-$1.76K	–	173
2023 Q4	$1.76K	Hold	24	–	–	﹤0.01%	404
2023 Q3	$1.68K	Hold	24	–	–	﹤0.01%	392
2023 Q2	$1.75K	Buy	+24	New	+$1.76K	﹤0.01%	397
2020 Q1	–	Sell	-852	Closed	-$71K	–	592
2019 Q4	$71K	Buy	+852	New	+$71.6K	0.03%	157
2019 Q1	–	Sell	-157	Closed	-$12K	–	676
2018 Q4	$12K	Buy	+157	New	+$12.3K	0.01%	354

Other funds holding BND

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's BND Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 24 shares — an estimated $1.76K sold.

Global Wealth Management Investment Advisory first reported a position in BND in Q4 2018 and held it in 5 quarters. The position peaked at $71K in Q4 2019. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 24 Vanguard Total Bond Market shares in Q1 2024, an estimated $1.76K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Vanguard Total Bond Market position peaked at $71K in Q4 2019.
1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.