Sterling Group Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Sterling Group Wealth 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 Q1	–	Sell	-9,614	Closed	-$707K	–	10
2023 Q4	$707K	Buy	9,614 +66	+0.7%	+$4.66K	0.55%	19
2023 Q3	$666K	Buy	9,548 +71	+0.7%	+$5.07K	0.63%	17
2023 Q2	$689K	Sell	9,477 -349	-4%	-$25.6K	0.6%	16
2023 Q1	$725K	Buy	9,826 +1,845	+23%	+$135K	0.68%	17
2022 Q4	$573K	Buy	+7,981	New	+$572K	0.56%	22

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Sterling Group Wealth Management's BND Position: Q1 2024 in Review

Sterling Group Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 9,614 shares — an estimated $707K sold.

Sterling Group Wealth Management first reported a position in BND in Q4 2022 and held it in 5 quarters. The position peaked at $725K in Q1 2023. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

Sterling Group Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
Sterling Group Wealth Management sold 9,614 Vanguard Total Bond Market shares in Q1 2024, an estimated $707K.
Sterling Group Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 5 quarters.
Sterling Group Wealth Management's Vanguard Total Bond Market position peaked at $725K in Q1 2023.
1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Sterling Group Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.