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SMART Wealth’s Vanguard Total Bond Market BND Stock Holding History

SMART Wealth’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
Q3 		– Sell
-22,215
Closed -$1.61M – 74
2023
Q2 		$1.61M Buy
22,215
+10,024
+82% +$734K 1.22% 24
2023
Q1 		$900K Sell
12,191
-573
-4% -$41.9K 0.79% 38
2022
Q4 		$917K Buy
+12,764
New +$914K 0.69% 39

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SMART Wealth's BND Position: Q3 2023 in Review

SMART Wealth sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 22,215 shares — an estimated $1.61M sold.

SMART Wealth first reported a position in BND in Q4 2022 and held it in 3 quarters. The position peaked at $1.61M in Q2 2023. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • SMART Wealth reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • SMART Wealth sold 22,215 Vanguard Total Bond Market shares in Q3 2023, an estimated $1.61M.
  • SMART Wealth first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 3 quarters.
  • SMART Wealth's Vanguard Total Bond Market position peaked at $1.61M in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on SMART Wealth's 13F filing for Q3 2023, filed 16 Dec 2024.