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HoyleCohen’s Vanguard Total Bond Market BND Stock Holding History

HoyleCohen’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 		$565K Sell
7,847
-394
-5% -$28.2K 0.04% 180
2024
Q1 		$599K Buy
8,241
+2,595
+46% +$188K 0.05% 186
2023
Q4 		$415K Buy
5,646
+396
+8% +$28K 0.03% 206
2023
Q3 		$366K Sell
5,250
-113
-2% -$8.07K 0.03% 199
2023
Q2 		$390K Hold
5,363
– – 0.03% 201
2023
Q1 		$396K Sell
5,363
-87
-2% -$6.37K 0.04% 196
2022
Q4 		$392K Buy
5,450
+72
+1% +$5.16K 0.04% 202
2022
Q3 		$384K Sell
5,378
-219
-4% -$16.4K 0.04% 193
2022
Q2 		$421K Sell
5,597
-1,784
-24% -$136K 0.04% 190
2022
Q1 		$587K Buy
7,381
+1,645
+29% +$134K 0.05% 182
2021
Q4 		$486K Sell
5,736
-31
-0.5% -$2.64K 0.04% 197
2021
Q3 		$493K Sell
5,767
-385
-6% -$33.2K 0.05% 185
2021
Q2 		$528 Buy
6,152
+408
+7% +$34.8K 0.04% 179
2021
Q1 		$487K Sell
5,744
-9
-0.2% -$776 0.05% 180
2020
Q4 		$507K Hold
5,753
– – 0.06% 161
2020
Q3 		$508K Hold
5,753
– – 0.07% 134
2020
Q2 		$508K Buy
5,753
+1,500
+35% +$131K 0.08% 124
2020
Q1 		$363K Buy
4,253
+1,780
+72% +$151K 0.07% 140
2019
Q4 		$207K Buy
+2,473
New +$208K 0.03% 189
2019
Q1 		– Sell
-2,618
Closed -$207K – 179
2018
Q4 		$207K Buy
+2,618
New +$205K 0.04% 159

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

HoyleCohen's BND Position: Q2 2024 in Review

HoyleCohen reduced its Vanguard Total Bond Market (BND) stake by 4.8% in Q2 2024, selling an estimated $28.2K and leaving 7,847 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #180.

HoyleCohen first reported a position in BND in Q4 2018 and has held it in 20 quarters since. The position peaked at $599K in Q1 2024. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • HoyleCohen held 7,847 shares of Vanguard Total Bond Market worth $565K as of Q2 2024.
  • HoyleCohen sold 394 Vanguard Total Bond Market shares in Q2 2024, an estimated $28.2K.
  • Vanguard Total Bond Market made up 0.04% of HoyleCohen's portfolio in Q2 2024, its #180 holding.
  • HoyleCohen first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 20 quarters since.
  • HoyleCohen's Vanguard Total Bond Market position peaked at $599K in Q1 2024.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.