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

Source 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
Q3 		$1.55M Sell
20,605
-1,558
-7% -$115K 0.46% 30
2024
Q2 		$1.6M Sell
22,163
-661
-3% -$47.3K 0.49% 29
2024
Q1 		$1.66M Sell
22,824
-12,130
-35% -$880K 0.5% 29
2023
Q4 		$2.57M Sell
34,954
-2,049
-6% -$145K 0.8% 28
2023
Q3 		$2.58M Sell
37,003
-988
-3% -$70.5K 0.87% 27
2023
Q2 		$2.76M Buy
37,991
+9,401
+33% +$689K 0.91% 24
2023
Q1 		$2.11M Sell
28,590
-507
-2% -$37.1K 0.71% 27
2022
Q4 		$2.09M Sell
29,097
-13,298
-31% -$953K 0.79% 29
2022
Q3 		$3.02M Sell
42,395
-4,525
-10% -$339K 1.2% 21
2022
Q2 		$3.53M Sell
46,920
-12,356
-21% -$940K 1.38% 20
2022
Q1 		$4.71M Sell
59,276
-11,033
-16% -$901K 1.39% 19
2021
Q4 		$5.96M Sell
70,309
-9,850
-12% -$839K 1.61% 15
2021
Q3 		$6.85M Buy
80,159
+1,164
+1% +$100K 1.78% 13
2021
Q2 		$6.79M Sell
78,995
-2,488
-3% -$212K 1.75% 13
2021
Q1 		$6.9M Buy
81,483
+970
+1% +$83.7K 1.84% 12
2020
Q4 		$7.1M Buy
+80,513
New +$7.08M 1.92% 11

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Source Financial Advisors's BND Position: Q3 2024 in Review

Source Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 7% in Q3 2024, selling an estimated $115K and leaving 20,605 shares worth $1.55M. The position accounts for 0.46% of the portfolio, ranked #30.

Source Financial Advisors first reported a position in BND in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.1M in Q4 2020. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Source Financial Advisors held 20,605 shares of Vanguard Total Bond Market worth $1.55M as of Q3 2024.
  • Source Financial Advisors sold 1,558 Vanguard Total Bond Market shares in Q3 2024, an estimated $115K.
  • Vanguard Total Bond Market made up 0.46% of Source Financial Advisors's portfolio in Q3 2024, its #30 holding.
  • Source Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Vanguard Total Bond Market position peaked at $7.1M in Q4 2020.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.