HHM Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

HHM Wealth Advisors’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	-1,915	Closed	-$141K	–	744
2023 Q4	$141K	Buy	+1,915	New	+$135K	0.02%	176
2022 Q3	–	Sell	-389	Closed	-$29K	–	659
2022 Q2	$29K	Hold	389	–	–	0.01%	358
2022 Q1	$31K	Sell	389 -46	-11%	-$3.76K	0.01%	373
2021 Q4	$37K	Hold	435	–	–	0.01%	344
2021 Q3	$37K	Buy	435 +46	+12%	+$3.97K	0.01%	334
2021 Q2	$33K	Hold	389	–	–	0.01%	343
2021 Q1	$33K	Hold	389	–	–	0.01%	327
2020 Q4	$34K	Hold	389	–	–	0.01%	297
2020 Q3	$34K	Hold	389	–	–	0.01%	266
2020 Q2	$34K	Hold	389	–	–	0.01%	260
2020 Q1	$33K	Buy	+389	New	+$33K	0.02%	242

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HHM Wealth Advisors's BND Position: Q1 2024 in Review

HHM Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 1,915 shares — an estimated $141K sold.

HHM Wealth Advisors first reported a position in BND in Q1 2020 and held it in 11 quarters. The position peaked at $141K in Q4 2023. 1,427 funds tracked by Wall St. Rank hold BND as of Q1 2024.

HHM Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
HHM Wealth Advisors sold 1,915 Vanguard Total Bond Market shares in Q1 2024, an estimated $141K.
HHM Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's Vanguard Total Bond Market position peaked at $141K in Q4 2023.
1,427 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.