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Lee Financial’s Vanguard Total Bond Market BND Stock Holding History

Lee Financial’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
Q1 		– Sell
-427
Closed -$31.4K – 238
2023
Q4 		$31.4K Buy
+427
New +$30.1K 0.01% 265
2023
Q1 		– Sell
-2,500
Closed -$180K – 815
2022
Q4 		$180K Sell
2,500
-2,185
-47% -$157K 0.03% 155
2022
Q3 		$334K Buy
4,685
+2,685
+134% +$201K 0.06% 112
2022
Q2 		$151K Sell
2,000
-174
-8% -$13.2K 0.03% 158
2022
Q1 		$173K Sell
2,174
-8
-0.4% -$654 0.03% 155
2021
Q4 		$185K Buy
2,182
+7
+0.3% +$596 0.03% 146
2021
Q3 		$186K Hold
2,175
– – 0.04% 143
2021
Q2 		$187K Buy
2,175
+115
+6% +$9.81K 0.04% 142
2021
Q1 		$175K Buy
2,060
+78
+4% +$6.73K 0.04% 137
2020
Q4 		$175K Buy
1,982
+300
+18% +$26.4K 0.05% 124
2020
Q3 		$148K Buy
1,682
+1,214
+259% +$108K 0.04% 130
2020
Q2 		$41K Hold
468
– – 0.01% 225
2020
Q1 		$40K Sell
468
-89
-16% -$7.56K 0.01% 189
2019
Q4 		$47K Buy
557
+20
+4% +$1.68K 0.01% 193
2019
Q3 		$45K Sell
537
-3,275
-86% -$275K 0.01% 200
2019
Q2 		$317K Buy
3,812
+941
+33% +$76.7K 0.07% 105
2019
Q1 		$233K Buy
+2,871
New +$229K 0.05% 120
2018
Q1 		– Sell
-340
Closed -$28K – 749
2017
Q4 		$28K Buy
340
+40
+13% +$3.27K 0.01% 224
2017
Q3 		$25K Hold
300
– – 0.01% 224
2017
Q2 		$25K Hold
300
– – 0.01% 228
2017
Q1 		$24K Hold
300
– – 0.01% 207
2016
Q4 		$24K Buy
+300
New +$24.6K 0.01% 212

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Lee Financial's BND Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 427 shares — an estimated $31.4K sold.

Lee Financial first reported a position in BND in Q4 2016 and held it in 22 quarters. The position peaked at $334K in Q3 2022. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Lee Financial reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 427 Vanguard Total Bond Market shares in Q1 2024, an estimated $31.4K.
  • Lee Financial first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 22 quarters.
  • Lee Financial's Vanguard Total Bond Market position peaked at $334K in Q3 2022.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.