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

Ironwood Investment Management’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
Q2 		– Sell
-5,742
Closed -$424K – 168
2023
Q1 		$424K Sell
5,742
-572
-9% -$41.9K 0.27% 108
2022
Q4 		$454K Sell
6,314
-13,224
-68% -$947K 0.3% 102
2022
Q3 		$1.39M Buy
19,538
+3,337
+21% +$250K 0.98% 30
2022
Q2 		$1.22M Buy
16,201
+444
+3% +$33.8K 0.82% 38
2022
Q1 		$1.25M Buy
15,757
+5,589
+55% +$457K 0.68% 46
2021
Q4 		$862K Sell
10,168
-891
-8% -$75.9K 0.43% 80
2021
Q3 		$945K Sell
11,059
-258
-2% -$22.3K 0.49% 70
2021
Q2 		$972K Buy
11,317
+625
+6% +$53.3K 0.49% 72
2021
Q1 		$906K Buy
10,692
+231
+2% +$19.9K 0.48% 74
2020
Q4 		$923K Sell
10,461
-39
-0.4% -$3.43K 0.54% 63
2020
Q3 		$926K Buy
+10,500
New +$931K 0.66% 49

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ironwood Investment Management's BND Position: Q2 2023 in Review

Ironwood Investment Management sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 5,742 shares — an estimated $424K sold.

Ironwood Investment Management first reported a position in BND in Q3 2020 and held it in 11 quarters. The position peaked at $1.39M in Q3 2022. 1,275 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • Ironwood Investment Management reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • Ironwood Investment Management sold 5,742 Vanguard Total Bond Market shares in Q2 2023, an estimated $424K.
  • Ironwood Investment Management first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 11 quarters.
  • Ironwood Investment Management's Vanguard Total Bond Market position peaked at $1.39M in Q3 2022.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Ironwood Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.