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

Quattro 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 Q3	–	Sell	-71,779	Closed	-$5.17M	–	79
2024 Q2	$5.17M	Buy	71,779 +1,669	+2%	+$120K	1.35%	21
2024 Q1	$5.09M	Buy	70,110 +70,036	+94,643%	+$5.08M	1.45%	22
2023 Q4	$5.35M	Sell	74 -71,805	-100%	-$5.07M	1.85%	16
2023 Q3	$5.02M	Sell	71,879 -2,756	-4%	-$197K	2.18%	16
2023 Q2	$5.43M	Buy	74,635 +35,389	+90%	+$2.59M	2.16%	15
2023 Q1	$2.9M	Buy	+39,246	New	+$2.87M	1.19%	19
2018 Q4	–	Sell	-1,579	Closed	-$123K	–	90
2018 Q3	$123K	Hold	1,579	–	–	0.04%	58
2018 Q2	$125K	Hold	1,579	–	–	0.06%	45
2018 Q1	$126K	Buy	+1,579	New	+$126K	0.05%	54

Other funds holding BND

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Quattro Financial Advisors's BND Position: Q3 2024 in Review

Quattro Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 71,779 shares — an estimated $5.17M sold.

Quattro Financial Advisors first reported a position in BND in Q1 2018 and held it in 9 quarters. The position peaked at $5.43M in Q2 2023. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Quattro Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
Quattro Financial Advisors sold 71,779 Vanguard Total Bond Market shares in Q3 2024, an estimated $5.17M.
Quattro Financial Advisors first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 9 quarters.
Quattro Financial Advisors's Vanguard Total Bond Market position peaked at $5.43M in Q2 2023.
1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Quattro Financial Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.