Private Portfolio Partners’s Vanguard Total Bond Market BND Stock Holding History

Private Portfolio Partners’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	$342K	Buy	4,760 +1,758	+59%	+$129K	0.06%	220
2024 Q3	$225K	Buy	+3,002	New	+$222K	0.04%	274
2020 Q2	–	Sell	-3,407	Closed	-$291K	–	200
2020 Q1	$291K	Hold	3,407	–	–	0.15%	137
2019 Q4	$286K	Buy	3,407 +124	+4%	+$10.4K	0.12%	156
2019 Q3	$277K	Sell	3,283 -8,238	-72%	-$691K	0.13%	157
2019 Q2	$957K	Buy	11,521 +1,669	+17%	+$136K	0.41%	70
2019 Q1	$800K	Sell	9,852 -689	-7%	-$55K	0.42%	62
2018 Q4	$835K	Buy	+10,541	New	+$824K	0.51%	56

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Portfolio Partners's BND Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Total Bond Market (BND) stake by 59% in Q4 2024, buying an estimated $129K and bringing the position to 4,760 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #220.

Private Portfolio Partners first reported a position in BND in Q4 2018 and has held it in 8 quarters since. The position peaked at $957K in Q2 2019. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Private Portfolio Partners held 4,760 shares of Vanguard Total Bond Market worth $342K as of Q4 2024.
Private Portfolio Partners bought 1,758 Vanguard Total Bond Market shares in Q4 2024, an estimated $129K.
Vanguard Total Bond Market made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #220 holding.
Private Portfolio Partners first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 8 quarters since.
Private Portfolio Partners's Vanguard Total Bond Market position peaked at $957K in Q2 2019.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.