High Pines Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

High Pines Wealth 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
2023 Q4	$3.4M	Sell	46,257 -4,155	-8%	-$293K	5.19%	7
2023 Q3	$3.52M	Sell	50,412 -11,014	-18%	-$786K	5.79%	7
2023 Q2	$4.47M	Buy	61,426 +494	+0.8%	+$36.2K	6.8%	5
2023 Q1	$4.5M	Buy	60,932 +192	+0.3%	+$14K	7.47%	5
2022 Q4	$4.36M	Buy	60,740 +644	+1%	+$46.1K	7.65%	5
2022 Q3	$4.29M	Sell	60,096 -1,698	-3%	-$127K	8.19%	5
2022 Q2	$4.65M	Sell	61,794 -1,985	-3%	-$151K	8.58%	5
2022 Q1	$5.07M	Buy	63,779 +6,411	+11%	+$524K	3.73%	9
2021 Q4	$4.86M	Buy	57,368 +8,120	+16%	+$692K	3.39%	11
2021 Q3	$4.21M	Buy	49,248 +116	+0.2%	+$10K	2.89%	17
2021 Q2	$4.22M	Buy	49,132 +1,816	+4%	+$155K	3.18%	13
2021 Q1	$4.01M	Buy	47,316 +1,522	+3%	+$131K	3.54%	10
2020 Q4	$4.04M	Buy	+45,794	New	+$4.03M	3.74%	9

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

High Pines Wealth Management's BND Position: Q4 2023 in Review

High Pines Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 8.2% in Q4 2023, selling an estimated $293K and leaving 46,257 shares worth $3.4M. The position accounts for 5.19% of the portfolio, ranked #7.

High Pines Wealth Management first reported a position in BND in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.07M in Q1 2022. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

High Pines Wealth Management held 46,257 shares of Vanguard Total Bond Market worth $3.4M as of Q4 2023.
High Pines Wealth Management sold 4,155 Vanguard Total Bond Market shares in Q4 2023, an estimated $293K.
Vanguard Total Bond Market made up 5.19% of High Pines Wealth Management's portfolio in Q4 2023, its #7 holding.
High Pines Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's Vanguard Total Bond Market position peaked at $5.07M in Q1 2022.
1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.