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Personal CFO Solutions’s Vanguard Total Bond Market BND Stock Holding History

Personal CFO Solutions’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
-2,983
Closed -$215K – 566
2024
Q2 		$215K Buy
+2,983
New +$214K 0.03% 484
2024
Q1 		– Sell
-2,929
Closed -$215K – 548
2023
Q4 		$215K Buy
+2,929
New +$207K 0.04% 470

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

Personal CFO Solutions's BND Position: Q3 2024 in Review

Personal CFO Solutions sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 2,983 shares — an estimated $215K sold.

Personal CFO Solutions first reported a position in BND in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q4 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Personal CFO Solutions reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 2,983 Vanguard Total Bond Market shares in Q3 2024, an estimated $215K.
  • Personal CFO Solutions first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 2 quarters.
  • Personal CFO Solutions's Vanguard Total Bond Market position peaked at $215K in Q4 2023.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.