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Roffman Miller Associates’s Vanguard Total Bond Market BND Stock Holding History

Roffman Miller Associates’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 		– Sell
-6,958
Closed -$505K – 76
2024
Q1 		$505K Buy
6,958
+2,127
+44% +$154K 0.03% 74
2023
Q4 		$355K Sell
4,831
-976
-17% -$68.9K 0.03% 73
2023
Q3 		$405K Hold
5,807
– – 0.03% 73
2023
Q2 		$422K Sell
5,807
-130
-2% -$9.52K 0.03% 67
2023
Q1 		$438K Buy
5,937
+170
+3% +$12.4K 0.03% 68
2022
Q4 		$414K Hold
5,767
– – 0.03% 69
2022
Q3 		$411K Hold
5,767
– – 0.04% 68
2022
Q2 		$434K Sell
5,767
-1,552
-21% -$118K 0.04% 68
2022
Q1 		$582K Buy
7,319
+3,003
+70% +$245K 0.04% 68
2021
Q4 		$366K Buy
4,316
+300
+7% +$25.6K 0.02% 74
2021
Q3 		$343K Buy
+4,016
New +$347K 0.03% 74
2021
Q1 		– Sell
-4,202
Closed -$371K – 73
2020
Q4 		$371K Hold
4,202
– – 0.03% 73
2020
Q3 		$371K Buy
4,202
+654
+18% +$58K 0.04% 72
2020
Q2 		$313K Sell
3,548
-44
-1% -$3.85K 0.03% 113
2020
Q1 		$307K Buy
3,592
+44
+1% +$3.74K 0.04% 74
2019
Q4 		$298K Sell
3,548
-559
-14% -$47K 0.03% 80
2019
Q3 		$347K Hold
4,107
– – 0.04% 83
2019
Q2 		$341K Sell
4,107
-2,595
-39% -$211K 0.04% 77
2019
Q1 		$544K Buy
6,702
+154
+2% +$12.3K 0.06% 65
2018
Q4 		$519K Sell
6,548
-3,704
-36% -$290K 0.07% 62
2018
Q3 		$807K Buy
+10,252
New +$810K 0.09% 59

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

Roffman Miller Associates's BND Position: Q2 2024 in Review

Roffman Miller Associates sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 6,958 shares — an estimated $505K sold.

Roffman Miller Associates first reported a position in BND in Q3 2018 and held it in 21 quarters. The position peaked at $807K in Q3 2018. 1,441 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Roffman Miller Associates reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Roffman Miller Associates sold 6,958 Vanguard Total Bond Market shares in Q2 2024, an estimated $505K.
  • Roffman Miller Associates first reported a position in Vanguard Total Bond Market in Q3 2018 and held it in 21 quarters.
  • Roffman Miller Associates's Vanguard Total Bond Market position peaked at $807K in Q3 2018.
  • 1,441 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Roffman Miller Associates's 13F filing for Q2 2024, filed 30 Jul 2024.