Janiczek Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Janiczek Wealth 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
2024 Q2	$65.4K	Sell	908 -952	-51%	-$68.2K	0.01%	356
2024 Q1	$135K	Buy	1,860 +24	+1%	+$1.74K	0.03%	239
2023 Q4	$135K	Sell	1,836 -3,536	-66%	-$250K	0.03%	228
2023 Q3	$375K	Buy	5,372 +1,700	+46%	+$121K	0.1%	81
2023 Q2	$267K	Hold	3,672	–	–	0.07%	102
2023 Q1	$271K	Sell	3,672 -1,936	-35%	-$142K	0.08%	96
2022 Q4	$416K	Hold	5,608	–	–	0.12%	62
2022 Q3	$396K	Hold	5,608	–	–	0.13%	55
2022 Q2	$431K	Hold	5,608	–	–	0.13%	52
2022 Q1	$446K	Hold	5,608	–	–	0.12%	55
2021 Q4	$475K	Buy	5,608 +2,701	+93%	+$230K	0.14%	53
2021 Q3	$248K	Hold	2,907	–	–	0.09%	78
2021 Q2	$250K	Hold	2,907	–	–	0.09%	63
2021 Q1	$246K	Sell	2,907 -2,819	-49%	-$243K	0.1%	57
2020 Q4	$505K	Hold	5,726	–	–	0.24%	32
2020 Q3	$505K	Hold	5,726	–	–	0.27%	28
2020 Q2	$506K	Hold	5,726	–	–	0.28%	26
2020 Q1	$489K	Hold	5,726	–	–	0.28%	27
2019 Q4	$480K	Sell	5,726 -26	-0.5%	-$2.19K	0.22%	27
2019 Q3	$486K	Hold	5,752	–	–	0.22%	27
2019 Q2	$478K	Buy	5,752 +38	+0.7%	+$3.1K	0.22%	25
2019 Q1	$464K	Hold	5,714	–	–	0.22%	26
2018 Q4	$453K	Buy	+5,714	New	+$447K	0.23%	26

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Janiczek Wealth Management's BND Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 51% in Q2 2024, selling an estimated $68.2K and leaving 908 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #356.

Janiczek Wealth Management first reported a position in BND in Q4 2018 and has held it in 23 quarters since. The position peaked at $506K in Q2 2020. 1,441 funds tracked by Wall St. Rank hold BND as of Q2 2024.

Janiczek Wealth Management held 908 shares of Vanguard Total Bond Market worth $65.4K as of Q2 2024.
Janiczek Wealth Management sold 952 Vanguard Total Bond Market shares in Q2 2024, an estimated $68.2K.
Vanguard Total Bond Market made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #356 holding.
Janiczek Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 23 quarters since.
Janiczek Wealth Management's Vanguard Total Bond Market position peaked at $506K in Q2 2020.
1,441 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.