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Pathway Financial Advisers’s Vanguard Total Bond Market BND Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		$10.1K Sell
137
-7
-5% -$512 ﹤0.01% 383
2022
Q4 		$10.4K Buy
+144
New +$10.3K ﹤0.01% 419

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pathway Financial Advisers's BND Position: Q1 2023 in Review

Pathway Financial Advisers reduced its Vanguard Total Bond Market (BND) stake by 4.9% in Q1 2023, selling an estimated $512 and leaving 137 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Pathway Financial Advisers first reported a position in BND in Q4 2022 and has held it in 2 quarters since. The position peaked at $10.4K in Q4 2022. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Pathway Financial Advisers held 137 shares of Vanguard Total Bond Market worth $10.1K as of Q1 2023.
  • Pathway Financial Advisers sold 7 Vanguard Total Bond Market shares in Q1 2023, an estimated $512.
  • Vanguard Total Bond Market made up ﹤0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #383 holding.
  • Pathway Financial Advisers first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 2 quarters since.
  • Pathway Financial Advisers's Vanguard Total Bond Market position peaked at $10.4K in Q4 2022.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.