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Realta Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Realta Investment 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
-9,963
Closed -$718K – 394
2024
Q2 		$718K Buy
9,963
+534
+6% +$38.2K 0.14% 163
2024
Q1 		$685K Buy
9,429
+462
+5% +$33.5K 0.14% 169
2023
Q4 		$660K Sell
8,967
-1,302
-13% -$91.9K 0.15% 172
2023
Q3 		$746K Sell
10,269
-289
-3% -$20.6K 0.17% 139
2023
Q2 		$767K Sell
10,558
-2,758
-21% -$202K 0.17% 139
2023
Q1 		$983K Sell
13,316
-3,833
-22% -$280K 0.24% 108
2022
Q4 		$1.23M Sell
17,149
-305
-2% -$21.8K 0.3% 82
2022
Q3 		$1.25M Sell
17,454
-533
-3% -$39.9K 0.33% 68
2022
Q2 		$1.36M Sell
17,987
-961
-5% -$73.1K 0.33% 65
2022
Q1 		$1.51M Buy
18,948
+637
+3% +$52K 0.3% 70
2021
Q4 		$1.55M Buy
18,311
+817
+5% +$69.6K 0.34% 63
2021
Q3 		$1.5M Buy
17,494
+1,228
+8% +$106K 0.35% 59
2021
Q2 		$1.4M Buy
16,266
+2,392
+17% +$204K 0.33% 66
2021
Q1 		$1.18M Sell
13,874
-8,755
-39% -$755K 0.31% 79
2020
Q4 		$2M Buy
22,629
+10,644
+89% +$937K 0.57% 32
2020
Q3 		$1.06M Buy
11,985
+3,794
+46% +$336K 0.35% 62
2020
Q2 		$724K Buy
8,191
+1,380
+20% +$121K 0.24% 104
2020
Q1 		$581K Buy
6,811
+2,902
+74% +$247K 0.25% 106
2019
Q4 		$329K Sell
3,909
-1,824
-32% -$153K 0.09% 249
2019
Q3 		$482K Buy
5,733
+735
+15% +$61.6K 0.13% 182
2019
Q2 		$413K Buy
4,998
+39
+0.8% +$3.18K 0.11% 201
2019
Q1 		$403K Buy
+4,959
New +$396K 0.18% 158

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Realta Investment Advisors's BND Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 9,963 shares — an estimated $718K sold.

Realta Investment Advisors first reported a position in BND in Q1 2019 and held it in 22 quarters. The position peaked at $2M in Q4 2020. 1,460 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Realta Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 9,963 Vanguard Total Bond Market shares in Q3 2024, an estimated $718K.
  • Realta Investment Advisors first reported a position in Vanguard Total Bond Market in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Vanguard Total Bond Market position peaked at $2M in Q4 2020.
  • 1,460 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.