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Halpern Financial’s Vanguard Total Bond Market BND Stock Holding History

Halpern Financial’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
Q1 		– Sell
-13
Closed -$953 – 216
2023
Q4 		$953 Buy
+13
New +$918 ﹤0.01% 231

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Halpern Financial's BND Position: Q1 2024 in Review

Halpern Financial sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 13 shares — an estimated $953 sold.

Halpern Financial first reported a position in BND in Q4 2023 and held it in 1 quarter. The position peaked at $953 in Q4 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Halpern Financial reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 13 Vanguard Total Bond Market shares in Q1 2024, an estimated $953.
  • Halpern Financial first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 1 quarter.
  • Halpern Financial's Vanguard Total Bond Market position peaked at $953 in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.