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JNBA Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-446
Closed -$31.1K – 716
2023
Q3 		$31.1K Hold
446
– – ﹤0.01% 333
2023
Q2 		$32.4K Sell
446
-395
-47% -$28.9K ﹤0.01% 335
2023
Q1 		$62.1K Sell
841
-300
-26% -$22K 0.01% 266
2022
Q4 		$82K Sell
1,141
-835
-42% -$59.8K 0.01% 243
2022
Q3 		$141K Buy
1,976
+1,552
+366% +$116K 0.02% 202
2022
Q2 		$32K Buy
+424
New +$32.3K ﹤0.01% 329
2020
Q4 		– Sell
-1
Closed – – 610
2020
Q3 		$0 Hold
1
– – ﹤0.01% 574
2020
Q2 		$0 Hold
1
– – ﹤0.01% 562
2020
Q1 		$0 Sell
1
-193
-99% -$16.4K ﹤0.01% 567
2019
Q4 		$16K Hold
194
– – ﹤0.01% 376
2019
Q3 		$16K Hold
194
– – ﹤0.01% 356
2019
Q2 		$16K Buy
194
+160
+471% +$13K ﹤0.01% 371
2019
Q1 		$3K Buy
34
+25
+278% +$2K ﹤0.01% 482
2018
Q4 		$1K Sell
9
-1,391
-99% -$109K ﹤0.01% 503
2018
Q3 		$110K Buy
1,400
+1,300
+1,300% +$103K 0.05% 173
2018
Q2 		$8K Hold
100
– – ﹤0.01% 411
2018
Q1 		$8K Hold
100
– – ﹤0.01% 389
2017
Q4 		$8K Hold
100
– – ﹤0.01% 384
2017
Q3 		$8K Hold
100
– – ﹤0.01% 374
2017
Q2 		$8K Hold
100
– – ﹤0.01% 363
2017
Q1 		$8K Hold
100
– – ﹤0.01% 370
2016
Q4 		$8K Sell
100
-1,224
-92% -$100K ﹤0.01% 376
2016
Q3 		$111K Buy
1,324
+1,224
+1,224% +$103K 0.02% 333
2016
Q2 		$8K Hold
100
– – ﹤0.01% 356
2016
Q1 		$8K Buy
+100
New +$8.18K ﹤0.01% 371
2014
Q3 		– Sell
-720
Closed -$59K – 587
2014
Q2 		$59K Hold
720
– – 0.03% 166
2014
Q1 		$58K Sell
720
-131
-15% -$10.6K 0.03% 158
2013
Q4 		$68K Hold
851
– – 0.04% 151
2013
Q3 		$69K Hold
851
– – 0.04% 141
2013
Q2 		$69K Buy
+851
New +$70.6K 0.05% 132

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

JNBA Financial Advisors's BND Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 446 shares — an estimated $31.1K sold.

JNBA Financial Advisors first reported a position in BND in Q2 2013 and held it in 30 quarters. The position peaked at $141K in Q3 2022. 1,448 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • JNBA Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 446 Vanguard Total Bond Market shares in Q4 2023, an estimated $31.1K.
  • JNBA Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 30 quarters.
  • JNBA Financial Advisors's Vanguard Total Bond Market position peaked at $141K in Q3 2022.
  • 1,448 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.