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KilterHowling LLC’s Vanguard Total Bond Market BND Stock Holding History

KilterHowling LLC’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
-4,254
Closed -$297K – 49
2023
Q3 		$297K Sell
4,254
-2,857
-40% -$204K 0.26% 33
2023
Q2 		$517K Sell
7,111
-742
-9% -$54.4K 0.44% 24
2023
Q1 		$580K Buy
+7,853
New +$575K 0.57% 18
2022
Q4 		– Sell
-5,206
Closed -$371K – 44
2022
Q3 		$371K Sell
5,206
-252
-5% -$18.9K 0.45% 22
2022
Q2 		$411K Sell
5,458
-863
-14% -$65.7K 0.46% 24
2022
Q1 		$503K Buy
6,321
+1,419
+29% +$116K 0.51% 17
2021
Q4 		$415K Buy
+4,902
New +$418K 0.37% 27

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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 22.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

KilterHowling LLC's BND Position: Q4 2023 in Review

KilterHowling LLC sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 4,254 shares — an estimated $297K sold.

KilterHowling LLC first reported a position in BND in Q4 2021 and held it in 7 quarters. The position peaked at $580K in Q1 2023. 1,447 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • KilterHowling LLC reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • KilterHowling LLC sold 4,254 Vanguard Total Bond Market shares in Q4 2023, an estimated $297K.
  • KilterHowling LLC first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 7 quarters.
  • KilterHowling LLC's Vanguard Total Bond Market position peaked at $580K in Q1 2023.
  • 1,447 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on KilterHowling LLC's 13F filing for Q4 2023, filed 8 Feb 2024.