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Invenio Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Invenio Wealth Partners’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
Q4 		– Sell
-3,569
Closed -$268K – 100
2024
Q3 		$268K Hold
3,569
– – 0.12% 85
2024
Q2 		$257K Hold
3,569
– – 0.13% 84
2024
Q1 		$259K Buy
+3,569
New +$259K 0.14% 79

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Invenio Wealth Partners's BND Position: Q4 2024 in Review

Invenio Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 3,569 shares — an estimated $268K sold.

Invenio Wealth Partners first reported a position in BND in Q1 2024 and held it in 3 quarters. The position peaked at $268K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Invenio Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Invenio Wealth Partners sold 3,569 Vanguard Total Bond Market shares in Q4 2024, an estimated $268K.
  • Invenio Wealth Partners first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 3 quarters.
  • Invenio Wealth Partners's Vanguard Total Bond Market position peaked at $268K in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Invenio Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.