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

Pathway Financial Advisors’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
-3,065
Closed -$225K – 173
2023
Q4 		$225K Buy
+3,065
New +$216K 0.07% 140
2023
Q2 		– Sell
-2,737
Closed -$202K – 136
2023
Q1 		$202K Buy
+2,737
New +$200K 0.07% 127
2022
Q3 		– Sell
-2,737
Closed -$206K – 130
2022
Q2 		$206K Sell
2,737
-4,551
-62% -$346K 0.09% 127
2022
Q1 		$580K Buy
+7,288
New +$595K 0.22% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $208B AUM 16.12% 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

Pathway Financial Advisors's BND Position: Q1 2024 in Review

Pathway Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 3,065 shares — an estimated $225K sold.

Pathway Financial Advisors first reported a position in BND in Q1 2022 and held it in 4 quarters. The position peaked at $580K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Pathway Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisors sold 3,065 Vanguard Total Bond Market shares in Q1 2024, an estimated $225K.
  • Pathway Financial Advisors first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 4 quarters.
  • Pathway Financial Advisors's Vanguard Total Bond Market position peaked at $580K in Q1 2022.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Pathway Financial Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.