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Hart & Patterson Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Hart & Patterson Financial Group’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 		$4.47M Buy
62,160
+4,293
+7% +$314K 2.17% 16
2024
Q3 		$4.35M Sell
57,867
-111,314
-66% -$8.24M 2.06% 17
2024
Q2 		$12.2M Buy
169,181
+6,336
+4% +$454K 6.04% 3
2024
Q1 		$11.8M Sell
162,845
-98,487
-38% -$7.15M 5.86% 3
2023
Q4 		$19.2M Buy
+261,332
New +$18.5M 9.98% 3

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 $1.88B AUM 29.07% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 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 $424B AUM 22.94% 1-Year Est. Return

Hart & Patterson Financial Group's BND Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Vanguard Total Bond Market (BND) stake by 7.4% in Q4 2024, buying an estimated $314K and bringing the position to 62,160 shares worth $4.47M. The position accounts for 2.17% of the portfolio, ranked #16.

Hart & Patterson Financial Group first reported a position in BND in Q4 2023 and has held it in 5 quarters since. The position peaked at $19.2M in Q4 2023. 1,606 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Hart & Patterson Financial Group held 62,160 shares of Vanguard Total Bond Market worth $4.47M as of Q4 2024.
  • Hart & Patterson Financial Group bought 4,293 Vanguard Total Bond Market shares in Q4 2024, an estimated $314K.
  • Vanguard Total Bond Market made up 2.17% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #16 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Vanguard Total Bond Market position peaked at $19.2M in Q4 2023.
  • 1,606 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.