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Ironwood Investment Counsel’s Vanguard Total Bond Market BND Stock Holding History

Ironwood Investment Counsel’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 		– Sell
-8,489
Closed -$617K – 259
2024
Q1 		$617K Buy
8,489
+5,598
+194% +$406K 0.11% 154
2023
Q4 		$213K Hold
2,891
– – 0.04% 241
2023
Q3 		$202K Buy
+2,891
New +$206K 0.04% 236
2023
Q1 		– Sell
-3,017
Closed -$217K – 211
2022
Q4 		$217K Buy
3,017
+105
+4% +$7.52K 0.05% 193
2022
Q3 		$207K Hold
2,912
– – 0.06% 172
2022
Q2 		$219K Hold
2,912
– – 0.06% 179
2022
Q1 		$231K Sell
2,912
-850
-23% -$69.4K 0.06% 186
2021
Q4 		$318K Hold
3,762
– – 0.07% 159
2021
Q3 		$321K Buy
+3,762
New +$325K 0.08% 149
2020
Q3 		– Sell
-2,509
Closed -$221K – 193
2020
Q2 		$221K Buy
+2,509
New +$219K 0.07% 167
2015
Q2 		– Sell
-2,630
Closed -$219K – 140
2015
Q1 		$219K Sell
2,630
-1,023
-28% -$85.1K 0.11% 134
2014
Q4 		$301K Buy
+3,653
New +$301K 0.15% 111
2014
Q2 		– Sell
-2,630
Closed -$214K – 143
2014
Q1 		$214K Hold
2,630
– – 0.12% 126
2013
Q4 		$211K Hold
2,630
– – 0.12% 122
2013
Q3 		$213K Sell
2,630
-325
-11% -$26.1K 0.14% 98
2013
Q2 		$239K Buy
+2,955
New +$245K 0.15% 96

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
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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ironwood Investment Counsel's BND Position: Q2 2024 in Review

Ironwood Investment Counsel sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 8,489 shares — an estimated $617K sold.

Ironwood Investment Counsel first reported a position in BND in Q2 2013 and held it in 16 quarters. The position peaked at $617K in Q1 2024. 1,444 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Ironwood Investment Counsel reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Ironwood Investment Counsel sold 8,489 Vanguard Total Bond Market shares in Q2 2024, an estimated $617K.
  • Ironwood Investment Counsel first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 16 quarters.
  • Ironwood Investment Counsel's Vanguard Total Bond Market position peaked at $617K in Q1 2024.
  • 1,444 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Ironwood Investment Counsel's 13F filing for Q2 2024, filed 5 Aug 2024.