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SignalPoint Asset Management’s Vanguard Total Bond Market BND Stock Holding History

SignalPoint Asset Management’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 		$2.64M Sell
36,657
-191
-0.5% -$14K 0.64% 34
2024
Q3 		$2.77M Sell
36,848
-783
-2% -$57.9K 0.65% 29
2024
Q2 		$2.71M Sell
37,631
-1,442
-4% -$103K 0.72% 27
2024
Q1 		$2.83M Buy
39,073
+32,596
+503% +$2.37M 0.78% 27
2023
Q4 		$476K Buy
6,477
+67
+1% +$4.73K 0.14% 136
2023
Q3 		$447K Buy
6,410
+50
+0.8% +$3.57K 0.14% 132
2023
Q2 		$462K Sell
6,360
-70
-1% -$5.13K 0.14% 135
2023
Q1 		$475K Sell
6,430
-435
-6% -$31.8K 0.15% 131
2022
Q4 		$493K Buy
6,865
+334
+5% +$23.9K 0.17% 123
2022
Q3 		$465K Sell
6,531
-69
-1% -$5.16K 0.18% 114
2022
Q2 		$496K Sell
6,600
-17
-0.3% -$1.29K 0.18% 116
2022
Q1 		$526K Buy
6,617
+147
+2% +$12K 0.17% 122
2021
Q4 		$548K Buy
6,470
+888
+16% +$75.6K 0.17% 119
2021
Q3 		$477K Buy
5,582
+203
+4% +$17.5K 0.15% 134
2021
Q2 		$462K Sell
5,379
-479
-8% -$40.9K 0.15% 141
2021
Q1 		$496K Buy
5,858
+1,255
+27% +$108K 0.18% 122
2020
Q4 		$406K Buy
4,603
+98
+2% +$8.62K 0.15% 136
2020
Q3 		$397K Buy
4,505
+550
+14% +$48.8K 0.17% 125
2020
Q2 		$349K Buy
3,955
+200
+5% +$17.5K 0.16% 127
2020
Q1 		$320K Hold
3,755
– – 0.17% 112
2019
Q4 		$315K Hold
3,755
– – 0.13% 146
2019
Q3 		$317K Hold
3,755
– – 0.14% 158
2019
Q2 		$312K Buy
3,755
+179
+5% +$14.6K 0.15% 165
2019
Q1 		$290K Buy
3,576
+120
+3% +$9.58K 0.13% 176
2018
Q4 		$274K Buy
3,456
+285
+9% +$22.3K 0.13% 166
2018
Q3 		$250K Buy
+3,171
New +$251K 0.11% 184

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SignalPoint Asset Management's BND Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard Total Bond Market (BND) stake by 0.52% in Q4 2024, selling an estimated $14K and leaving 36,657 shares worth $2.64M. The position accounts for 0.64% of the portfolio, ranked #34.

SignalPoint Asset Management first reported a position in BND in Q3 2018 and has held it in 26 quarters since. The position peaked at $2.83M in Q1 2024. 1,607 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • SignalPoint Asset Management held 36,657 shares of Vanguard Total Bond Market worth $2.64M as of Q4 2024.
  • SignalPoint Asset Management sold 191 Vanguard Total Bond Market shares in Q4 2024, an estimated $14K.
  • Vanguard Total Bond Market made up 0.64% of SignalPoint Asset Management's portfolio in Q4 2024, its #34 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Total Bond Market in Q3 2018 and has held it in 26 quarters since.
  • SignalPoint Asset Management's Vanguard Total Bond Market position peaked at $2.83M in Q1 2024.
  • 1,607 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.