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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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 1,448 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.
  • 1,448 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.