Milestone Advisory Partners’s Vanguard Total Bond Market BND Stock Holding History

Milestone Advisory Partners’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
2023 Q3	$316K	Hold	4,522	–	–	0.26%	51
2023 Q2	$329K	Hold	4,522	–	–	0.3%	49
2023 Q1	$334K	Hold	4,522	–	–	0.31%	47
2022 Q4	$325K	Hold	4,522	–	–	0.24%	49
2022 Q3	$323K	Hold	4,522	–	–	0.24%	49
2022 Q2	$342K	Sell	4,522 -2,571	-36%	-$196K	0.28%	46
2022 Q1	$564K	Sell	7,093 -1,353	-16%	-$111K	0.3%	45
2021 Q4	$716K	Buy	8,446 +150	+2%	+$12.8K	0.36%	39
2021 Q3	$709K	Buy	8,296 +4,754	+134%	+$410K	0.42%	40
2021 Q2	$304K	Hold	3,542	–	–	0.16%	66
2021 Q1	$300K	Hold	3,542	–	–	0.16%	53
2020 Q4	$312K	Sell	3,542 -986	-22%	-$86.8K	0.18%	46
2020 Q3	$399K	Sell	4,528 -3,118	-41%	-$276K	0.25%	37
2020 Q2	$675K	Buy	+7,646	New	+$668K	0.4%	28

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Milestone Advisory Partners's BND Position: Q3 2023 in Review

Milestone Advisory Partners held its Vanguard Total Bond Market (BND) position steady in Q3 2023 at 4,522 shares worth $316K. The position accounts for 0.26% of the portfolio, ranked #51.

Milestone Advisory Partners first reported a position in BND in Q2 2020 and has held it in 14 quarters since. The position peaked at $716K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

Milestone Advisory Partners held 4,522 shares of Vanguard Total Bond Market worth $316K as of Q3 2023.
Milestone Advisory Partners left its Vanguard Total Bond Market share count unchanged in Q3 2023.
Vanguard Total Bond Market made up 0.26% of Milestone Advisory Partners's portfolio in Q3 2023, its #51 holding.
Milestone Advisory Partners first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 14 quarters since.
Milestone Advisory Partners's Vanguard Total Bond Market position peaked at $716K in Q4 2021.
1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.