RA
BND icon

Regis Acquisition’s Vanguard Total Bond Market BND Stock Holding History

Regis Acquisition’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
Q2 		$2.02M Buy
28,102
+4,054
+17% +$290K 1.23% 14
2024
Q1 		$1.75M Sell
24,048
-428
-2% -$31.1K 1.06% 14
2023
Q4 		$1.8M Buy
24,476
+5,861
+31% +$414K 0.69% 20
2023
Q3 		$1.3M Buy
18,615
+3,774
+25% +$269K 0.55% 21
2023
Q2 		$1.08M Sell
14,841
-248
-2% -$18.2K 0.45% 22
2023
Q1 		$1.11M Buy
+15,089
New +$1.1M 0.53% 21

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Regis Acquisition's BND Position: Q2 2024 in Review

Regis Acquisition increased its Vanguard Total Bond Market (BND) stake by 17% in Q2 2024, buying an estimated $290K and bringing the position to 28,102 shares worth $2.02M. The position accounts for 1.23% of the portfolio, ranked #14.

Regis Acquisition first reported a position in BND in Q1 2023 and has held it in 6 quarters since. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Regis Acquisition held 28,102 shares of Vanguard Total Bond Market worth $2.02M as of Q2 2024.
  • Regis Acquisition bought 4,054 Vanguard Total Bond Market shares in Q2 2024, an estimated $290K.
  • Vanguard Total Bond Market made up 1.23% of Regis Acquisition's portfolio in Q2 2024, its #14 holding.
  • Regis Acquisition first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 6 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Regis Acquisition's 13F filing for Q2 2024, filed 14 Aug 2024.