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

Sterling Investment 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 		– Sell
-100,344
Closed -$7.54M – 58
2024
Q3 		$7.54M Sell
100,344
-1,529
-2% -$113K 5.72% 4
2024
Q2 		$7.34M Sell
101,873
-5,594
-5% -$401K 5.58% 4
2024
Q1 		$7.81M Sell
107,467
-2,240
-2% -$163K 5.5% 5
2023
Q4 		$8.07M Buy
+109,707
New +$7.75M 5.92% 3
2020
Q1 		– Sell
-50,693
Closed -$4.25M – 64
2019
Q4 		$4.25M Sell
50,693
-2,279
-4% -$192K 2.82% 10
2019
Q3 		$4.47M Sell
52,972
-3,332
-6% -$279K 3.27% 8
2019
Q2 		$4.68M Sell
56,304
-73
-0.1% -$5.95K 3.62% 5
2019
Q1 		$4.58M Buy
56,377
+20,466
+57% +$1.63M 3.55% 5
2018
Q4 		$2.85M Buy
35,911
+10,588
+42% +$828K 2.38% 14
2018
Q3 		$1.99M Buy
25,323
+3,946
+18% +$312K 1.45% 24
2018
Q2 		$1.69M Sell
21,377
-123,156
-85% -$9.74M 1.31% 24
2018
Q1 		$11.6M Buy
144,533
+73,717
+104% +$5.9M 9.33% 3
2017
Q4 		$5.78M Buy
+70,816
New +$5.78M 6.16% 2

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

Sterling Investment Management's BND Position: Q4 2024 in Review

Sterling Investment Management sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 100,344 shares — an estimated $7.54M sold.

Sterling Investment Management first reported a position in BND in Q4 2017 and held it in 13 quarters. The position peaked at $11.6M in Q1 2018. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Sterling Investment Management reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Sterling Investment Management sold 100,344 Vanguard Total Bond Market shares in Q4 2024, an estimated $7.54M.
  • Sterling Investment Management first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 13 quarters.
  • Sterling Investment Management's Vanguard Total Bond Market position peaked at $11.6M in Q1 2018.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Sterling Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.