KHC
BND icon

Koesten Hirschmann & Crabtree’s Vanguard Total Bond Market BND Stock Holding History

Koesten Hirschmann & Crabtree’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
Q3 		– Sell
-625
Closed -$45.4K – 204
2024
Q2 		$45.4K Hold
625
– – 0.03% 90
2024
Q1 		$45.4K Sell
625
-17
-3% -$1.23K 0.03% 90
2023
Q4 		$47.2K Buy
+642
New +$45.3K 0.03% 72
2023
Q2 		– Sell
-26
Closed -$1.92K – 180
2023
Q1 		$1.92K Buy
+26
New +$1.9K ﹤0.01% 158

Other funds holding BND

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Koesten Hirschmann & Crabtree's BND Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 625 shares — an estimated $45.4K sold.

Koesten Hirschmann & Crabtree first reported a position in BND in Q1 2023 and held it in 4 quarters. The position peaked at $47.2K in Q4 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 625 Vanguard Total Bond Market shares in Q3 2024, an estimated $45.4K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 4 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Total Bond Market position peaked at $47.2K in Q4 2023.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.