Greenleaf Trust’s Vanguard Total Bond Market BND Stock Holding History

Greenleaf Trust’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	-4,623	Closed	-$333K	–	834
2024 Q2	$333K	Sell	4,623 -18,565	-80%	-$1.33M	﹤0.01%	586
2024 Q1	$1.68M	Hold	23,188	–	–	0.02%	207
2023 Q4	$1.71M	Buy	23,188 +19,346	+504%	+$1.37M	0.02%	199
2023 Q3	$268K	Buy	+3,842	New	+$274K	﹤0.01%	618
2021 Q3	–	Sell	-2,839	Closed	-$244K	–	723
2021 Q2	$244K	Hold	2,839	–	–	﹤0.01%	644
2021 Q1	$241K	Hold	2,839	–	–	﹤0.01%	624
2020 Q4	$250K	Hold	2,839	–	–	﹤0.01%	521
2020 Q3	$250K	Sell	2,839 -3,133	-52%	-$278K	﹤0.01%	455
2020 Q2	$528K	Buy	+5,972	New	+$522K	0.01%	259

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

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Greenleaf Trust's BND Position: Q3 2024 in Review

Greenleaf Trust sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 4,623 shares — an estimated $333K sold.

Greenleaf Trust first reported a position in BND in Q2 2020 and held it in 9 quarters. The position peaked at $1.71M in Q4 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Greenleaf Trust reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
Greenleaf Trust sold 4,623 Vanguard Total Bond Market shares in Q3 2024, an estimated $333K.
Greenleaf Trust first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 9 quarters.
Greenleaf Trust's Vanguard Total Bond Market position peaked at $1.71M in Q4 2023.
1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Greenleaf Trust's 13F filing for Q3 2024, filed 22 Oct 2024.