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RDA Financial Network’s Vanguard Total Bond Market BND Stock Holding History

RDA Financial Network’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
-9,048
Closed -$680K – 241
2024
Q3 		$680K Buy
+9,048
New +$670K 0.21% 111
2021
Q1 		– Sell
-2,278
Closed -$201K – 232
2020
Q4 		$201K Sell
2,278
-267
-10% -$23.5K 0.09% 211
2020
Q3 		$225K Sell
2,545
-831
-25% -$73.7K 0.1% 189
2020
Q2 		$298K Sell
3,376
-16
-0.5% -$1.4K 0.15% 147
2020
Q1 		$290K Sell
3,392
-95
-3% -$8.07K 0.18% 127
2019
Q4 		$297K Buy
+3,487
New +$293K 0.12% 181

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RDA Financial Network's BND Position: Q4 2024 in Review

RDA Financial Network sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 9,048 shares — an estimated $680K sold.

RDA Financial Network first reported a position in BND in Q4 2019 and held it in 6 quarters. The position peaked at $680K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • RDA Financial Network reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • RDA Financial Network sold 9,048 Vanguard Total Bond Market shares in Q4 2024, an estimated $680K.
  • RDA Financial Network first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 6 quarters.
  • RDA Financial Network's Vanguard Total Bond Market position peaked at $680K in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on RDA Financial Network's 13F filing for Q4 2024, filed 15 Jan 2025.