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HF Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

HF Advisory 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
Q2 		– Sell
-3,228
Closed -$234K – 165
2024
Q1 		$234K Buy
3,228
+66
+2% +$4.79K 0.13% 147
2023
Q4 		$233K Buy
3,162
+35
+1% +$2.47K 0.15% 146
2023
Q3 		$218K Sell
3,127
-28
-0.9% -$2K 0.16% 138
2023
Q2 		$229K Sell
3,155
-373
-11% -$27.3K 0.18% 126
2023
Q1 		$260K Buy
3,528
+588
+20% +$43K 0.23% 120
2022
Q4 		$211K Buy
+2,940
New +$211K 0.21% 126

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HF Advisory Group's BND Position: Q2 2024 in Review

HF Advisory Group sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 3,228 shares — an estimated $234K sold.

HF Advisory Group first reported a position in BND in Q4 2022 and held it in 6 quarters. The position peaked at $260K in Q1 2023. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • HF Advisory Group reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • HF Advisory Group sold 3,228 Vanguard Total Bond Market shares in Q2 2024, an estimated $234K.
  • HF Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 6 quarters.
  • HF Advisory Group's Vanguard Total Bond Market position peaked at $260K in Q1 2023.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on HF Advisory Group's 13F filing for Q2 2024, filed 18 Jul 2024.