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Gray Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Gray Wealth Management’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
Q4 		$2.22M Sell
30,852
-904
-3% -$66.1K 0.84% 30
2024
Q3 		$2.39M Buy
31,756
+2,151
+7% +$159K 0.94% 26
2024
Q2 		$2.13M Buy
29,605
+4,358
+17% +$312K 0.92% 24
2024
Q1 		$1.83M Buy
25,247
+3,955
+19% +$287K 0.82% 28
2023
Q4 		$1.57M Buy
21,292
+1,150
+6% +$81.2K 0.76% 33
2023
Q3 		$1.41M Buy
20,142
+990
+5% +$70.7K 0.72% 34
2023
Q2 		$1.39M Buy
19,152
+12,273
+178% +$899K 0.7% 34
2023
Q1 		$508K Buy
+6,879
New +$503K 0.28% 64
2022
Q3 		– Sell
-2,785
Closed -$210K – 110
2022
Q2 		$210K Sell
2,785
-3,588
-56% -$273K 0.13% 105
2022
Q1 		$507K Sell
6,373
-24
-0.4% -$1.96K 0.26% 66
2021
Q4 		$542K Sell
6,397
-412
-6% -$35.1K 0.27% 63
2021
Q3 		$582K Buy
6,809
+57
+0.8% +$4.92K 0.33% 52
2021
Q2 		$580K Sell
6,752
-1,354
-17% -$115K 0.33% 53
2021
Q1 		$687K Sell
8,106
-3,120
-28% -$269K 0.44% 44
2020
Q4 		$989K Buy
11,226
+1,480
+15% +$130K 0.68% 32
2020
Q3 		$859K Buy
9,746
+1,133
+13% +$100K 0.67% 29
2020
Q2 		$760K Buy
8,613
+4,463
+108% +$390K 0.66% 33
2020
Q1 		$353K Buy
+4,150
New +$353K 0.39% 54

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gray Wealth Management's BND Position: Q4 2024 in Review

Gray Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 2.8% in Q4 2024, selling an estimated $66.1K and leaving 30,852 shares worth $2.22M. The position accounts for 0.84% of the portfolio, ranked #30.

Gray Wealth Management first reported a position in BND in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.39M in Q3 2024. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Gray Wealth Management held 30,852 shares of Vanguard Total Bond Market worth $2.22M as of Q4 2024.
  • Gray Wealth Management sold 904 Vanguard Total Bond Market shares in Q4 2024, an estimated $66.1K.
  • Vanguard Total Bond Market made up 0.84% of Gray Wealth Management's portfolio in Q4 2024, its #30 holding.
  • Gray Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 18 quarters since.
  • Gray Wealth Management's Vanguard Total Bond Market position peaked at $2.39M in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.