NIC
BND icon

Northwest Investment Counselors’s Vanguard Total Bond Market BND Stock Holding History

Northwest Investment Counselors’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 		$46.4K Buy
+618
New +$45.7K 0.01% 259
2024
Q2 		– Sell
-617
Closed -$44.8K – 184
2024
Q1 		$44.8K Buy
+617
New +$44.8K 0.01% 245
2023
Q4 		– Sell
-743
Closed -$51.8K – 181
2023
Q3 		$51.8K Buy
743
+143
+24% +$10.2K 0.01% 224
2023
Q2 		$43.6K Hold
600
– – 0.01% 253
2023
Q1 		$44.3K Hold
600
– – 0.01% 256
2022
Q4 		$43.1K Hold
600
– – 0.01% 251
2022
Q3 		$43K Sell
600
-64
-10% -$4.79K 0.01% 231
2022
Q2 		$50K Hold
664
– – 0.02% 216
2022
Q1 		$53K Hold
664
– – 0.01% 224
2021
Q4 		$56K Buy
+664
New +$56.6K 0.01% 219
2021
Q2 		– Sell
-664
Closed -$56K – 181
2021
Q1 		$56K Buy
+664
New +$57.3K 0.02% 207
2020
Q4 		– Sell
-664
Closed -$59K – 176
2020
Q3 		$59K Buy
+664
New +$58.9K 0.02% 173
2019
Q4 		– Sell
-1,654
Closed -$140K – 185
2019
Q3 		$140K Buy
+1,654
New +$139K 0.05% 155
2017
Q4 		– Sell
-917
Closed -$75K – 157
2017
Q3 		$75K Buy
+917
New +$75.2K 0.03% 152

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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 $424B AUM 22.94% 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

Northwest Investment Counselors's BND Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Vanguard Total Bond Market (BND) in Q3 2024: 618 shares worth $46.4K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in BND as recently as Q1 2024.

Northwest Investment Counselors first reported a position in BND in Q3 2017 and has held it in 14 quarters since. The position peaked at $140K in Q3 2019. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Northwest Investment Counselors held 618 shares of Vanguard Total Bond Market worth $46.4K as of Q3 2024.
  • Vanguard Total Bond Market was a new Northwest Investment Counselors position in Q3 2024.
  • Vanguard Total Bond Market made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #259 holding.
  • Northwest Investment Counselors first reported a position in Vanguard Total Bond Market in Q3 2017 and has held it in 14 quarters since.
  • Northwest Investment Counselors's Vanguard Total Bond Market position peaked at $140K in Q3 2019.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.