RG
BND icon

Retirement Group’s Vanguard Total Bond Market BND Stock Holding History

Retirement Group’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
Q1 		$119K Sell
1,632
-250
-13% -$18.1K 0.04% 150
2023
Q4 		$138K Buy
1,882
+1,065
+130% +$75.2K 0.06% 134
2023
Q3 		$57K Hold
817
– – 0.02% 186
2023
Q2 		$59.4K Hold
817
– – 0.02% 179
2023
Q1 		$60K Buy
817
+26
+3% +$1.9K 0.03% 174
2022
Q4 		$57K Buy
791
+41
+5% +$2.94K 0.03% 169
2022
Q3 		$53K Sell
750
-1,250
-63% -$93.5K 0.04% 117
2022
Q2 		$151K Sell
2,000
-237
-11% -$18K 0.06% 122
2022
Q1 		$178K Sell
2,237
-263
-11% -$21.5K 0.07% 123
2021
Q4 		$212K Buy
2,500
+245
+11% +$20.9K 0.09% 115
2021
Q3 		$193K Sell
2,255
-29
-1% -$2.5K 0.09% 119
2021
Q2 		$196K Buy
2,284
+1,172
+105% +$100K 0.09% 119
2021
Q1 		$94K Buy
1,112
+488
+78% +$42.1K 0.04% 192
2020
Q4 		$55K Hold
624
– – 0.03% 250
2020
Q3 		$55K Sell
624
-1,000
-62% -$88.7K 0.03% 226
2020
Q2 		$143K Buy
+1,624
New +$142K 0.09% 136
2019
Q4 		$136K Buy
+1,624
New +$137K 0.09% 141

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Retirement Group's BND Position: Q1 2024 in Review

Retirement Group reduced its Vanguard Total Bond Market (BND) stake by 13% in Q1 2024, selling an estimated $18.1K and leaving 1,632 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #150.

Retirement Group first reported a position in BND in Q4 2019 and has held it in 17 quarters since. The position peaked at $212K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Retirement Group held 1,632 shares of Vanguard Total Bond Market worth $119K as of Q1 2024.
  • Retirement Group sold 250 Vanguard Total Bond Market shares in Q1 2024, an estimated $18.1K.
  • Vanguard Total Bond Market made up 0.04% of Retirement Group's portfolio in Q1 2024, its #150 holding.
  • Retirement Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Vanguard Total Bond Market position peaked at $212K in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.