Magnolia Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Magnolia Wealth Management’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 Q2	–	Sell	-754,420	Closed	-$54.5M	–	13
2024 Q1	$54.5M	Buy	754,420 +375,767	+99%	+$27.3M	22.31%	2
2023 Q4	$27.8M	Buy	378,653 +226,786	+149%	+$16M	23.87%	2
2023 Q3	$10.6M	Buy	151,867 +4,106	+3%	+$293K	9.86%	4
2023 Q2	$10.7M	Buy	147,761 +8,846	+6%	+$648K	10%	4
2023 Q1	$10.3M	Sell	138,915 -9,685	-7%	-$709K	10.33%	3
2022 Q4	$10.7M	Buy	+148,600	New	+$10.6M	11.58%	3
2022 Q2	–	Sell	-3,523	Closed	-$280K	–	10
2022 Q1	$280K	Sell	3,523 -277,103	-99%	-$22.6M	0.29%	9
2021 Q4	$23.8M	Buy	+280,626	New	+$23.9M	24.34%	2

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Magnolia Wealth Management's BND Position: Q2 2024 in Review

Magnolia Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 754,420 shares — an estimated $54.5M sold.

Magnolia Wealth Management first reported a position in BND in Q4 2021 and held it in 8 quarters. The position peaked at $54.5M in Q1 2024. 1,444 funds tracked by Wall St. Rank hold BND as of Q2 2024.

Magnolia Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
Magnolia Wealth Management sold 754,420 Vanguard Total Bond Market shares in Q2 2024, an estimated $54.5M.
Magnolia Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 8 quarters.
Magnolia Wealth Management's Vanguard Total Bond Market position peaked at $54.5M in Q1 2024.
1,444 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Magnolia Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.