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Parker Financial’s Vanguard Total Bond Market BND Stock Holding History

Parker Financial’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 		– Sell
-3,425
Closed -$247K – 38
2024
Q2 		$247K Sell
3,425
-153
-4% -$11K 0.13% 38
2024
Q1 		$260K Buy
3,578
+319
+10% +$23.1K 0.15% 39
2023
Q4 		$240K Hold
3,259
– – 0.15% 44
2023
Q3 		$227K Buy
3,259
+6
+0.2% +$428 0.16% 41
2023
Q2 		$236K Sell
3,253
-1,032
-24% -$75.6K 0.17% 38
2023
Q1 		$316K Buy
4,285
+965
+29% +$70.6K 0.25% 29
2022
Q4 		$239K Buy
+3,320
New +$238K 0.2% 33

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 $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

Parker Financial's BND Position: Q3 2024 in Review

Parker Financial sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 3,425 shares — an estimated $247K sold.

Parker Financial first reported a position in BND in Q4 2022 and held it in 7 quarters. The position peaked at $316K in Q1 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Parker Financial reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Parker Financial sold 3,425 Vanguard Total Bond Market shares in Q3 2024, an estimated $247K.
  • Parker Financial first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 7 quarters.
  • Parker Financial's Vanguard Total Bond Market position peaked at $316K in Q1 2023.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Parker Financial's 13F filing for Q3 2024, filed 4 Nov 2024.