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Middleton & Co’s Vanguard Total Bond Market BND Stock Holding History

Middleton & Co’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
-3,390
Closed -$249K – 168
2023
Q4 		$249K Hold
3,390
– – 0.03% 139
2023
Q3 		$237K Buy
+3,390
New +$242K 0.03% 137

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

Middleton & Co's BND Position: Q1 2024 in Review

Middleton & Co sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 3,390 shares — an estimated $249K sold.

Middleton & Co first reported a position in BND in Q3 2023 and held it in 2 quarters. The position peaked at $249K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Middleton & Co reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Middleton & Co sold 3,390 Vanguard Total Bond Market shares in Q1 2024, an estimated $249K.
  • Middleton & Co first reported a position in Vanguard Total Bond Market in Q3 2023 and held it in 2 quarters.
  • Middleton & Co's Vanguard Total Bond Market position peaked at $249K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Middleton & Co's 13F filing for Q1 2024, filed 14 May 2024.