ICA Group Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

ICA Group 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
2024 Q2	$23.1K	Sell	320 -2,411	-88%	-$173K	0.01%	339
2024 Q1	$198K	Sell	2,731 -14,268	-84%	-$1.04M	0.04%	285
2023 Q4	$1.25M	Sell	16,999 -1,719	-9%	-$121K	0.28%	72
2023 Q3	$1.3M	Sell	18,718 -4,176	-18%	-$298K	0.37%	63
2023 Q2	$1.66M	Buy	22,894 +10,470	+84%	+$767K	0.42%	50
2023 Q1	$917K	Sell	12,424 -16,877	-58%	-$1.23M	0.22%	102
2022 Q4	$2.11M	Sell	29,301 -4,687	-14%	-$336K	0.5%	44
2022 Q3	$2.42M	Buy	33,988 +241	+0.7%	+$18K	0.51%	44
2022 Q2	$2.55M	Sell	33,747 -929	-3%	-$70.7K	0.48%	49
2022 Q1	$2.63M	Buy	+34,676	New	+$2.83M	0.5%	48

Other funds holding BND

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

ICA Group Wealth Management's BND Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 88% in Q2 2024, selling an estimated $173K and leaving 320 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #339.

ICA Group Wealth Management first reported a position in BND in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.63M in Q1 2022. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

ICA Group Wealth Management held 320 shares of Vanguard Total Bond Market worth $23.1K as of Q2 2024.
ICA Group Wealth Management sold 2,411 Vanguard Total Bond Market shares in Q2 2024, an estimated $173K.
Vanguard Total Bond Market made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #339 holding.
ICA Group Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Vanguard Total Bond Market position peaked at $2.63M in Q1 2022.
1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.