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InterOcean Capital Group’s Vanguard Total Bond Market BND Stock Holding History

InterOcean Capital Group’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
Q1 		$26.4M Buy
364,065
+14,335
+4% +$1.04M 0.63% 45
2023
Q4 		$25.7M Sell
349,730
-7,318
-2% -$517K 0.69% 42
2023
Q3 		$24.9M Buy
357,048
+343,493
+2,534% +$24.5M 0.76% 38
2023
Q2 		$985K Buy
13,555
+215
+2% +$15.7K 0.03% 183
2023
Q1 		$985K Buy
13,340
+6,303
+90% +$461K 0.03% 185
2022
Q4 		$506K Sell
7,037
-5,445
-44% -$390K 0.02% 260
2022
Q3 		$890K Buy
+12,482
New +$934K 0.04% 171

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

InterOcean Capital Group's BND Position: Q1 2024 in Review

InterOcean Capital Group increased its Vanguard Total Bond Market (BND) stake by 4.1% in Q1 2024, buying an estimated $1.04M and bringing the position to 364,065 shares worth $26.4M. The position accounts for 0.63% of the portfolio, ranked #45.

InterOcean Capital Group first reported a position in BND in Q3 2022 and has held it in 7 quarters since. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • InterOcean Capital Group held 364,065 shares of Vanguard Total Bond Market worth $26.4M as of Q1 2024.
  • InterOcean Capital Group bought 14,335 Vanguard Total Bond Market shares in Q1 2024, an estimated $1.04M.
  • Vanguard Total Bond Market made up 0.63% of InterOcean Capital Group's portfolio in Q1 2024, its #45 holding.
  • InterOcean Capital Group first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 7 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.