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Steward Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Steward Financial Group’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 		$32K Hold
463
– – 0.01% 191
2023
Q2 		$33K Buy
+463
New +$33.9K 0.01% 186
2022
Q3 		– Sell
-463
Closed -$34K – 233
2022
Q2 		$34K Hold
463
– – 0.03% 125
2022
Q1 		$36K Hold
463
– – 0.03% 109
2021
Q4 		$39K Buy
+463
New +$39.4K 0.04% 85

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

Steward Financial Group's BND Position: Q3 2023 in Review

Steward Financial Group held its Vanguard Total Bond Market (BND) position steady in Q3 2023 at 463 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #191.

Steward Financial Group first reported a position in BND in Q4 2021 and has held it in 5 quarters since. The position peaked at $39K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Steward Financial Group held 463 shares of Vanguard Total Bond Market worth $32K as of Q3 2023.
  • Steward Financial Group left its Vanguard Total Bond Market share count unchanged in Q3 2023.
  • Vanguard Total Bond Market made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #191 holding.
  • Steward Financial Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Vanguard Total Bond Market position peaked at $39K in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.