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Rollins Financial’s Vanguard Total Bond Market BND Stock Holding History

Rollins Financial’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
2023
Q4 		– Sell
-4,120
Closed -$287K – 100
2023
Q3 		$287K Sell
4,120
-2,046
-33% -$146K 0.07% 83
2023
Q2 		$448K Sell
6,166
-4,509
-42% -$330K 0.12% 68
2023
Q1 		$788K Buy
10,675
+3,116
+41% +$228K 0.26% 51
2022
Q4 		$543K Buy
+7,559
New +$541K 0.21% 66
2021
Q2 		– Sell
-6,883
Closed -$583K – 104
2021
Q1 		$583K Sell
6,883
-572
-8% -$49.3K 0.25% 50
2020
Q4 		$657K Buy
+7,455
New +$656K 0.3% 38

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return