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

Moulton 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
Q1 		– Sell
-8,996
Closed -$657K – 25
2023
Q4 		$657K Sell
8,996
-40
-0.4% -$2.82K 0.84% 14
2023
Q3 		$629K Sell
9,036
-3,763
-29% -$269K 0.93% 15
2023
Q2 		$930K Sell
12,799
-325
-2% -$23.8K 1.65% 11
2023
Q1 		$971K Sell
13,124
-54
-0.4% -$3.95K 2.14% 9
2022
Q4 		$969K Sell
13,178
-5,925
-31% -$424K 3.31% 8
2022
Q3 		$1.36M Sell
19,103
-81,751
-81% -$6.12M 8.57% 4
2022
Q2 		$7.99M Hold
100,854
– – 8.31% 3
2022
Q1 		$7.99M Sell
100,854
-50,791
-33% -$4.15M 8.31% 3
2021
Q4 		$12.8M Buy
151,645
+146,967
+3,142% +$12.5M 9.33% 4
2021
Q3 		$400K Sell
4,678
-294
-6% -$25.4K 0.3% 28
2021
Q2 		$427K Sell
4,972
-229
-4% -$19.5K 0.31% 34
2021
Q1 		$442K Buy
5,201
+139
+3% +$12K 0.33% 34
2020
Q4 		$441K Buy
5,062
+73
+1% +$6.42K 0.36% 19
2020
Q3 		$439K Buy
4,989
+35
+0.7% +$3.1K 0.48% 12
2020
Q2 		$438K Buy
4,954
+20
+0.4% +$1.75K 0.55% 12
2020
Q1 		$432K Sell
4,934
-409,637
-99% -$34.8M 0.71% 10
2019
Q4 		$34.9M Buy
+414,571
New +$34.9M 28.88% 1

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

Moulton Wealth Management's BND Position: Q1 2024 in Review

Moulton Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 8,996 shares — an estimated $657K sold.

Moulton Wealth Management first reported a position in BND in Q4 2019 and held it in 17 quarters. The position peaked at $34.9M in Q4 2019. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Moulton Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Moulton Wealth Management sold 8,996 Vanguard Total Bond Market shares in Q1 2024, an estimated $657K.
  • Moulton Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 17 quarters.
  • Moulton Wealth Management's Vanguard Total Bond Market position peaked at $34.9M in Q4 2019.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Moulton Wealth Management's 13F filing for Q1 2024, filed 11 Apr 2024.