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Pasadena Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Pasadena Private Wealth’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
-2,852
Closed -$210K – 155
2023
Q4 		$210K Buy
+2,852
New +$201K 0.05% 136

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Pasadena Private Wealth's BND Position: Q1 2024 in Review

Pasadena Private Wealth sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 2,852 shares — an estimated $210K sold.

Pasadena Private Wealth first reported a position in BND in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 1,427 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Pasadena Private Wealth reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Pasadena Private Wealth sold 2,852 Vanguard Total Bond Market shares in Q1 2024, an estimated $210K.
  • Pasadena Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 1 quarter.
  • Pasadena Private Wealth's Vanguard Total Bond Market position peaked at $210K in Q4 2023.
  • 1,427 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Pasadena Private Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.