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Planned Solutions’s Vanguard Total Bond Market BND Stock Holding History

Planned 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
Q4 		– Sell
-298
Closed -$22.4K – 176
2024
Q3 		$22.4K Buy
+298
New +$22.1K 0.01% 376
2024
Q1 		– Sell
-298
Closed -$21.9K – 148
2023
Q4 		$21.9K Buy
+298
New +$21K 0.01% 363
2021
Q1 		– Sell
-2,367
Closed -$209K – 102
2020
Q4 		$209K Sell
2,367
-1,176
-33% -$103K 0.17% 51
2020
Q3 		$313K Buy
+3,543
New +$314K 0.31% 34

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planned Solutions's BND Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 298 shares — an estimated $22.4K sold.

Planned Solutions first reported a position in BND in Q3 2020 and held it in 4 quarters. The position peaked at $313K in Q3 2020. 1,606 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 298 Vanguard Total Bond Market shares in Q4 2024, an estimated $22.4K.
  • Planned Solutions first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Vanguard Total Bond Market position peaked at $313K in Q3 2020.
  • 1,606 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.