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

Inspirion 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
2023 Q4	–	Sell	-3,363	Closed	-$235K	–	143
2023 Q3	$235K	Buy	3,363 +91	+3%	+$6.5K	0.05%	124
2023 Q2	$238K	Hold	3,272	–	–	0.05%	128
2023 Q1	$242K	Hold	3,272	–	–	0.05%	121
2022 Q4	$235K	Hold	3,272	–	–	0.05%	113
2022 Q3	$233K	Hold	3,272	–	–	0.05%	107
2022 Q2	$246K	Sell	3,272 -277	-8%	-$21.1K	0.05%	106
2022 Q1	$282K	Sell	3,549 -335	-9%	-$27.4K	0.06%	91
2021 Q4	$329K	Buy	+3,884	New	+$331K	0.07%	81

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

Inspirion Wealth Advisors's BND Position: Q4 2023 in Review

Inspirion Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 3,363 shares — an estimated $235K sold.

Inspirion Wealth Advisors first reported a position in BND in Q4 2021 and held it in 8 quarters. The position peaked at $329K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

Inspirion Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
Inspirion Wealth Advisors sold 3,363 Vanguard Total Bond Market shares in Q4 2023, an estimated $235K.
Inspirion Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 8 quarters.
Inspirion Wealth Advisors's Vanguard Total Bond Market position peaked at $329K in Q4 2021.
1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.