Pillar Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Pillar Wealth 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 Q4	–	Sell	-2,818	Closed	-$212K	–	2
2024 Q3	$212K	Sell	2,818 -61,625	-96%	-$4.56M	6.33%	9
2024 Q2	$4.64M	Sell	64,443 -44,979	-41%	-$3.22M	5.57%	5
2024 Q1	$7.95M	Buy	109,422 +4,483	+4%	+$325K	6%	5
2023 Q4	$7.72M	Buy	104,939 +10,161	+11%	+$717K	5.95%	5
2023 Q3	$6.61M	Buy	94,778 +2,348	+3%	+$168K	5.72%	5
2023 Q2	$6.72M	Buy	92,430 +89,228	+2,787%	+$6.54M	5.61%	5
2023 Q1	$236K	Hold	3,202	–	–	0.24%	58
2022 Q4	$230K	Hold	3,202	–	–	0.22%	58
2022 Q3	$228K	Hold	3,202	–	–	0.23%	51
2022 Q2	$241K	Hold	3,202	–	–	0.25%	50
2022 Q1	$255K	Hold	3,202	–	–	0.25%	47
2021 Q4	$271K	Buy	+3,202	New	+$273K	0.26%	46

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Pillar Wealth Advisors's BND Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 2,818 shares — an estimated $212K sold.

Pillar Wealth Advisors first reported a position in BND in Q4 2021 and held it in 12 quarters. The position peaked at $7.95M in Q1 2024. 1,608 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Pillar Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 2,818 Vanguard Total Bond Market shares in Q4 2024, an estimated $212K.
Pillar Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 12 quarters.
Pillar Wealth Advisors's Vanguard Total Bond Market position peaked at $7.95M in Q1 2024.
1,608 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.