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GYL Financial Synergies’s Vanguard Total Bond Market BND Stock Holding History

GYL Financial Synergies’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 		$808K Sell
10,762
-3,901
-27% -$289K 0.06% 202
2024
Q2 		$1.06M Buy
14,663
+3,810
+35% +$273K 0.08% 178
2024
Q1 		$788K Buy
10,853
+297
+3% +$21.6K 0.06% 200
2023
Q4 		$776K Buy
10,556
+513
+5% +$36.2K 0.06% 203
2023
Q3 		$701K Buy
10,043
+66
+0.7% +$4.71K 0.07% 208
2023
Q2 		$725K Buy
9,977
+2,921
+41% +$214K 0.07% 207
2023
Q1 		$521K Sell
7,056
-485
-6% -$35.5K 0.06% 184
2022
Q4 		$542K Buy
7,541
+2,825
+60% +$202K 0.12% 120
2022
Q3 		$336K Buy
4,716
+82
+2% +$6.14K 0.09% 142
2022
Q2 		$349K Buy
4,634
+70
+2% +$5.33K 0.1% 135
2022
Q1 		$363K Buy
4,564
+462
+11% +$37.7K 0.09% 141
2021
Q4 		$348K Buy
4,102
+54
+1% +$4.6K 0.09% 154
2021
Q3 		$346K Buy
4,048
+55
+1% +$4.75K 0.18% 135
2021
Q2 		$343K Buy
3,993
+117
+3% +$9.98K 0.18% 133
2021
Q1 		$328K Buy
3,876
+68
+2% +$5.86K 0.18% 133
2020
Q4 		$336K Sell
3,808
-229
-6% -$20.1K 0.19% 126
2020
Q3 		$356K Buy
4,037
+68
+2% +$6.03K 0.23% 109
2020
Q2 		$351K Buy
3,969
+54
+1% +$4.72K 0.25% 97
2020
Q1 		$334K Buy
3,915
+36
+0.9% +$3.06K 0.21% 92
2019
Q4 		$325K Hold
3,879
– – 0.14% 117
2019
Q3 		$328K Hold
3,879
– – 0.16% 115
2019
Q2 		$322K Sell
3,879
-106
-3% -$8.63K 0.17% 104
2019
Q1 		$324K Sell
3,985
-1,271
-24% -$102K 0.18% 103
2018
Q4 		$416K Buy
+5,256
New +$411K 0.3% 67

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

GYL Financial Synergies's BND Position: Q3 2024 in Review

GYL Financial Synergies reduced its Vanguard Total Bond Market (BND) stake by 27% in Q3 2024, selling an estimated $289K and leaving 10,762 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #202.

GYL Financial Synergies first reported a position in BND in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.06M in Q2 2024. 1,459 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • GYL Financial Synergies held 10,762 shares of Vanguard Total Bond Market worth $808K as of Q3 2024.
  • GYL Financial Synergies sold 3,901 Vanguard Total Bond Market shares in Q3 2024, an estimated $289K.
  • Vanguard Total Bond Market made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #202 holding.
  • GYL Financial Synergies first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Vanguard Total Bond Market position peaked at $1.06M in Q2 2024.
  • 1,459 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.