OLIO Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

OLIO Financial Planning’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 Q4	–	Sell	-18,680	Closed	-$1.38M	–	60
2024 Q3	$1.38M	Buy	18,680 +13	+0.1%	+$962	0.58%	23
2024 Q2	$1.38M	Sell	18,667 -13	-0.1%	-$931	0.58%	23
2024 Q1	$1.38M	Hold	18,680	–	–	0.58%	23
2023 Q4	$1.38M	Buy	18,680 +99	+0.5%	+$6.99K	0.58%	23
2023 Q3	$1.3M	Buy	18,581 +13	+0.1%	+$928	0.61%	24
2023 Q2	$1.35M	Buy	18,568 +550	+3%	+$40.3K	0.64%	22
2023 Q1	$1.33M	Buy	18,018 +1,254	+7%	+$91.8K	0.69%	23
2022 Q4	$1.2M	Buy	16,764 +131	+0.8%	+$9.38K	0.65%	22
2022 Q3	$1.19M	Sell	16,633 -4,425	-21%	-$331K	0.7%	22
2022 Q2	$1.58M	Sell	21,058 -1,691	-7%	-$129K	0.89%	19
2022 Q1	$1.81M	Buy	22,749 +6,174	+37%	+$504K	1.03%	14
2021 Q4	$1.41M	Buy	+16,575	New	+$1.41M	0.83%	16

Other funds holding BND

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OLIO Financial Planning's BND Position: Q4 2024 in Review

OLIO Financial Planning sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 18,680 shares — an estimated $1.38M sold.

OLIO Financial Planning first reported a position in BND in Q4 2021 and held it in 12 quarters. The position peaked at $1.81M in Q1 2022. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

OLIO Financial Planning reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
OLIO Financial Planning sold 18,680 Vanguard Total Bond Market shares in Q4 2024, an estimated $1.38M.
OLIO Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 12 quarters.
OLIO Financial Planning's Vanguard Total Bond Market position peaked at $1.81M in Q1 2022.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on OLIO Financial Planning's 13F filing for Q4 2024, filed 21 Jan 2025.