New Potomac Partners’s Vanguard Total Bond Market BND Stock Holding History

New Potomac 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
2024 Q3	$495K	Hold	6,590	–	–	0.25%	67
2024 Q2	$475K	Buy	6,590 +330	+5%	+$23.6K	0.26%	69
2024 Q1	$455K	Sell	6,260 -330	-5%	-$23.9K	0.25%	70
2023 Q4	$485K	Buy	+6,590	New	+$465K	0.29%	68
2020 Q4	–	Sell	-123	Closed	-$11K	–	68
2020 Q3	$11K	Hold	123	–	–	0.01%	117
2020 Q2	$11K	Hold	123	–	–	0.01%	120
2020 Q1	$10K	Hold	123	–	–	0.01%	119
2019 Q4	$10K	Buy	123 +18	+17%	+$1.51K	0.01%	127
2019 Q3	$9K	Hold	105	–	–	0.01%	129
2019 Q2	$9K	Hold	105	–	–	0.01%	129
2019 Q1	$9K	Hold	105	–	–	0.01%	129
2018 Q4	$8K	Buy	+105	New	+$8.21K	0.01%	144
2018 Q2	–	Sell	-3,385	Closed	-$271K	–	148
2018 Q1	$271K	Hold	3,385	–	–	0.27%	58
2017 Q4	$276K	Buy	+3,385	New	+$276K	0.26%	59

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

New Potomac Partners's BND Position: Q3 2024 in Review

New Potomac Partners held its Vanguard Total Bond Market (BND) position steady in Q3 2024 at 6,590 shares worth $495K. The position accounts for 0.25% of the portfolio, ranked #67.

New Potomac Partners first reported a position in BND in Q4 2017 and has held it in 14 quarters since. 1,459 funds tracked by Wall St. Rank hold BND as of Q3 2024.

New Potomac Partners held 6,590 shares of Vanguard Total Bond Market worth $495K as of Q3 2024.
New Potomac Partners left its Vanguard Total Bond Market share count unchanged in Q3 2024.
Vanguard Total Bond Market made up 0.25% of New Potomac Partners's portfolio in Q3 2024, its #67 holding.
New Potomac Partners first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 14 quarters since.
1,459 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.