Householder Group Estate & Retirement Specialist’s Vanguard Total Bond Market BND Stock Holding History

Householder Group Estate & Retirement Specialist’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	$86K	Sell	1,202 -6,468	-84%	-$473K	0.06%	165
2024 Q3	$576K	Sell	7,670 -739	-9%	-$54.7K	0.17%	122
2024 Q2	$605K	Sell	8,409 -56	-0.7%	-$4.01K	0.17%	117
2024 Q1	$615K	Sell	8,465 -210	-2%	-$15.2K	0.18%	111
2023 Q4	$638K	Sell	8,675 -13,386	-61%	-$945K	0.21%	97
2023 Q3	$1.54M	Buy	+22,061	New	+$1.57M	0.55%	38
2023 Q1	$1.23M	Buy	+16,712	New	+$1.22M	0.47%	47
2022 Q4	–	Sell	-19,829	Closed	-$1.41M	–	410
2022 Q3	$1.41M	Buy	19,829 +15,963	+413%	+$1.19M	0.58%	35
2022 Q2	$291K	Sell	3,866 -647	-14%	-$49.2K	0.13%	156
2022 Q1	$359K	Sell	4,513 -2,291	-34%	-$187K	0.14%	141
2021 Q4	$577K	Buy	+6,804	New	+$580K	0.21%	116

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BND Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Total Bond Market (BND) stake by 84% in Q4 2024, selling an estimated $473K and leaving 1,202 shares worth $86K. The position accounts for 0.06% of the portfolio, ranked #165.

Householder Group Estate & Retirement Specialist first reported a position in BND in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.54M in Q3 2023. 1,607 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,202 shares of Vanguard Total Bond Market worth $86K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6,468 Vanguard Total Bond Market shares in Q4 2024, an estimated $473K.
Vanguard Total Bond Market made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #165 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Total Bond Market position peaked at $1.54M in Q3 2023.
1,607 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.