Kelly Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Kelly Financial Services’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	-780	Closed	-$54.4K	–	789
2023 Q3	$54.4K	Buy	+780	New	+$55.7K	0.03%	172
2022 Q3	–	Sell	-102	Closed	-$7.67K	–	705
2022 Q2	$7.67K	Buy	102 +1	+1%	+$76	﹤0.01%	354
2022 Q1	$8.06K	Hold	101	–	–	﹤0.01%	364
2021 Q4	$8.56K	Sell	101 -319	-76%	-$27.2K	﹤0.01%	368
2021 Q3	$35.9K	Sell	420 -8,143	-95%	-$703K	0.02%	198
2021 Q2	$100K	Buy	+8,563	New	+$730K	﹤0.01%	374
2020 Q2	–	Sell	-505	Closed	-$43.1K	–	608
2020 Q1	$43.1K	Buy	+505	New	+$42.9K	0.05%	85

Other funds holding BND

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Kelly Financial Services's BND Position: Q4 2023 in Review

Kelly Financial Services sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 780 shares — an estimated $54.4K sold.

Kelly Financial Services first reported a position in BND in Q1 2020 and held it in 7 quarters. The position peaked at $100K in Q2 2021. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

Kelly Financial Services reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
Kelly Financial Services sold 780 Vanguard Total Bond Market shares in Q4 2023, an estimated $54.4K.
Kelly Financial Services first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 7 quarters.
Kelly Financial Services's Vanguard Total Bond Market position peaked at $100K in Q2 2021.
1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.