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Semmax Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Semmax Financial 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
Q4 		– Hold
0
– – – 358
2020
Q1 		– Sell
-17
Closed -$1K – 274
2019
Q4 		$1K Buy
+17
New +$1.43K ﹤0.01% 265

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Semmax Financial Advisors's BND Position: Q4 2024 in Review

Semmax Financial Advisors held its Vanguard Total Bond Market (BND) position steady in Q4 2024 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Semmax Financial Advisors first reported a position in BND in Q4 2019 and has held it in 1 quarter since. The position peaked at $1K in Q4 2019. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Semmax Financial Advisors held 0 shares of Vanguard Total Bond Market worth $3 as of Q4 2024.
  • Semmax Financial Advisors left its Vanguard Total Bond Market share count unchanged in Q4 2024.
  • Vanguard Total Bond Market made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q4 2024, its #358 holding.
  • Semmax Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 1 quarter since.
  • Semmax Financial Advisors's Vanguard Total Bond Market position peaked at $1K in Q4 2019.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Semmax Financial Advisors's 13F filing for Q4 2024, filed 14 May 2025.