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Level Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Level Financial 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
Q1 		– Sell
-7
Closed -$515 – 99
2023
Q4 		$515 Hold
7
– – ﹤0.01% 260
2023
Q3 		$488 Hold
7
– – ﹤0.01% 270
2023
Q2 		$509 Hold
7
– – ﹤0.01% 270
2023
Q1 		$517 Hold
7
– – ﹤0.01% 232
2022
Q4 		$1K Hold
7
– – ﹤0.01% 240
2022
Q3 		$0 Hold
7
– – ﹤0.01% 253
2022
Q2 		$1K Hold
7
– – ﹤0.01% 264
2022
Q1 		$1K Sell
7
-161
-96% -$13.2K ﹤0.01% 219
2021
Q4 		$14K Buy
+168
New +$14.3K 0.01% 154

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

Level Financial Advisors's BND Position: Q1 2024 in Review

Level Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 7 shares — an estimated $515 sold.

Level Financial Advisors first reported a position in BND in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Level Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 7 Vanguard Total Bond Market shares in Q1 2024, an estimated $515.
  • Level Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Vanguard Total Bond Market position peaked at $14K in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.