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H&H Retirement Design & Management’s Vanguard Total Bond Market BND Stock Holding History

H&H Retirement Design & 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
Q3 		– Sell
-20,641
Closed -$1.5M – 78
2024
Q2 		$1.5M Hold
20,641
– – 0.93% 23
2024
Q1 		$1.46M Sell
20,641
-3,026
-13% -$220K 0.97% 23
2023
Q4 		$1.71M Sell
23,667
-9
-0% -$635 1.08% 24
2023
Q3 		$1.64M Sell
23,676
-806
-3% -$57.5K 1.14% 20
2023
Q2 		$1.78M Sell
24,482
-85
-0.3% -$6.23K 1.19% 20
2023
Q1 		$1.82M Sell
24,567
-224,343
-90% -$16.4M 1.16% 20
2022
Q4 		$18.4M Sell
248,910
-2,106
-0.8% -$151K 15.54% 1
2022
Q3 		$17.6M Sell
251,016
-39,486
-14% -$2.95M 16.58% 1
2022
Q2 		$22.4M Sell
290,502
-32,482
-10% -$2.47M 16.35% 1
2022
Q1 		$25.1M Buy
322,984
+12,222
+4% +$998K 17.08% 1
2021
Q4 		$25.2M Buy
310,762
+282,375
+995% +$24.1M 15.96% 1
2021
Q3 		$2.41M Buy
28,387
+1,023
+4% +$88.3K 1.48% 23
2021
Q2 		$2.37M Sell
27,364
-2,349
-8% -$200K 1.45% 24
2021
Q1 		$2.54M Buy
+29,713
New +$2.56M 1.53% 23
2020
Q3 		$2.27M Buy
25,736
+11,315
+78% +$1M 1.78% 23
2020
Q2 		$1.27M Buy
14,421
+591
+4% +$51.7K 1.13% 26
2020
Q1 		$1.18M Buy
+13,830
New +$1.17M 1.12% 23

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

H&H Retirement Design & Management's BND Position: Q3 2024 in Review

H&H Retirement Design & Management sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 20,641 shares — an estimated $1.5M sold.

H&H Retirement Design & Management first reported a position in BND in Q1 2020 and held it in 17 quarters. The position peaked at $25.2M in Q4 2021. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • H&H Retirement Design & Management reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • H&H Retirement Design & Management sold 20,641 Vanguard Total Bond Market shares in Q3 2024, an estimated $1.5M.
  • H&H Retirement Design & Management first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 17 quarters.
  • H&H Retirement Design & Management's Vanguard Total Bond Market position peaked at $25.2M in Q4 2021.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on H&H Retirement Design & Management's 13F filing for Q3 2024, filed 16 Oct 2024.