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LBMC Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

LBMC Investment 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
2024
Q3 		– Sell
-3,153
Closed -$227K – 196
2024
Q2 		$227K Buy
+3,153
New +$226K 0.02% 177
2021
Q2 		– Sell
-6,457
Closed -$547K – 165
2021
Q1 		$547K Buy
6,457
+1
+0% +$86 0.06% 71
2020
Q4 		$569K Buy
6,456
+3
+0% +$264 0.07% 67
2020
Q3 		$569K Buy
+6,453
New +$572K 0.08% 60
2013
Q3 		– Sell
-3,237
Closed -$262K – 50
2013
Q2 		$262K Buy
+3,237
New +$268K 0.09% 39

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

LBMC Investment Advisors's BND Position: Q3 2024 in Review

LBMC Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 3,153 shares — an estimated $227K sold.

LBMC Investment Advisors first reported a position in BND in Q2 2013 and held it in 5 quarters. The position peaked at $569K in Q4 2020. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • LBMC Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • LBMC Investment Advisors sold 3,153 Vanguard Total Bond Market shares in Q3 2024, an estimated $227K.
  • LBMC Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 5 quarters.
  • LBMC Investment Advisors's Vanguard Total Bond Market position peaked at $569K in Q4 2020.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on LBMC Investment Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.