GI
BND icon

Gradient Investments’s Vanguard Total Bond Market BND Stock Holding History

Gradient Investments’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
Q3 		– Sell
-998
Closed -$71.9K – 415
2024
Q2 		$71.9K Buy
998
+764
+326% +$54.7K ﹤0.01% 443
2024
Q1 		$17K Sell
234
-461
-66% -$33.5K ﹤0.01% 576
2023
Q4 		$51.1K Sell
695
-235
-25% -$16.6K ﹤0.01% 536
2023
Q3 		$64.9K Buy
930
+239
+35% +$17.1K ﹤0.01% 456
2023
Q2 		$50.2K Buy
691
+254
+58% +$18.6K ﹤0.01% 503
2023
Q1 		$32.2K Sell
437
-674
-61% -$49.3K ﹤0.01% 579
2022
Q4 		$79.8K Buy
1,111
+415
+60% +$29.7K ﹤0.01% 423
2022
Q3 		$50K Sell
696
-1,821
-72% -$136K ﹤0.01% 483
2022
Q2 		$189K Buy
2,517
+1,557
+162% +$118K 0.01% 296
2022
Q1 		$76K Sell
960
-824
-46% -$67.3K ﹤0.01% 406
2021
Q4 		$151K Sell
1,784
-20
-1% -$1.7K ﹤0.01% 307
2021
Q3 		$154K Sell
1,804
-338
-16% -$29.2K ﹤0.01% 307
2021
Q2 		$184K Sell
2,142
-690
-24% -$58.9K 0.01% 295
2021
Q1 		$240K Sell
2,832
-309
-10% -$26.6K 0.01% 268
2020
Q4 		$277K Hold
3,141
– – 0.01% 235
2020
Q3 		$277K Buy
3,141
+160
+5% +$14.2K 0.01% 235
2020
Q2 		$263K Buy
2,981
+83
+3% +$7.26K 0.01% 226
2020
Q1 		$247K Sell
2,898
-52
-2% -$4.42K 0.01% 223
2019
Q4 		$247K Sell
2,950
-930
-24% -$78.2K 0.01% 249
2019
Q3 		$328K Buy
3,880
+99
+3% +$8.3K 0.02% 235
2019
Q2 		$314K Sell
3,781
-405
-10% -$33K 0.02% 237
2019
Q1 		$340K Sell
4,186
-4,848
-54% -$387K 0.02% 208
2018
Q4 		$716K Sell
9,034
-97,470
-92% -$7.62M 0.04% 149
2018
Q3 		$8.38M Sell
106,504
-7,074
-6% -$559K 0.43% 70
2018
Q2 		$8.99M Sell
113,578
-15,349
-12% -$1.21M 0.48% 41
2018
Q1 		$10.3M Sell
128,927
-699,233
-84% -$56M 0.56% 22
2017
Q4 		$67.6M Buy
828,160
+34,282
+4% +$2.8M 3.9% 3
2017
Q3 		$65.1M Buy
793,878
+39,462
+5% +$3.24M 4.16% 3
2017
Q2 		$61.7M Buy
754,416
+38,457
+5% +$3.14M 4.33% 3
2017
Q1 		$58M Buy
715,959
+72,739
+11% +$5.88M 4.44% 3
2016
Q4 		$52M Buy
643,220
+50,668
+9% +$4.15M 4.55% 3
2016
Q3 		$49.9M Buy
592,552
+49,438
+9% +$4.16M 4.9% 4
2016
Q2 		$45.8M Buy
543,114
+50,975
+10% +$4.24M 4.96% 4
2016
Q1 		$40.8M Sell
492,139
-19,248
-4% -$1.57M 5.03% 4
2015
Q4 		$41.3M Buy
511,387
+8,573
+2% +$698K 5.51% 4
2015
Q3 		$41.2M Sell
502,814
-3,358
-0.7% -$274K 5.85% 2
2015
Q2 		$41.1M Buy
506,172
+50,504
+11% +$4.15M 5.63% 2
2015
Q1 		$38M Buy
455,668
+18,509
+4% +$1.54M 5.68% 1
2014
Q4 		$36M Buy
437,159
+37,985
+10% +$3.13M 5.93% 1
2014
Q3 		$32.7M Buy
399,174
+48,406
+14% +$3.97M 5.91% 1
2014
Q2 		$28.8M Buy
350,768
+48,707
+16% +$3.98M 5.66% 1
2014
Q1 		$24.5M Buy
302,061
+37,554
+14% +$3.04M 5.68% 1
2013
Q4 		$21.2M Sell
264,507
-11,250
-4% -$908K 5.63% 1
2013
Q3 		$22.3M Buy
275,757
+18,276
+7% +$1.47M 7.03% 1
2013
Q2 		$20.8M Buy
+257,481
New +$21.4M 7.82% 1

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Gradient Investments's BND Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 998 shares — an estimated $71.9K sold.

Gradient Investments first reported a position in BND in Q2 2013 and held it in 45 quarters. The position peaked at $67.6M in Q4 2017. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 998 Vanguard Total Bond Market shares in Q3 2024, an estimated $71.9K.
  • Gradient Investments first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 45 quarters.
  • Gradient Investments's Vanguard Total Bond Market position peaked at $67.6M in Q4 2017.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.