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

Studio 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
-1,227
Closed -$92.2K – 328
2024
Q3 		$92.2K Buy
+1,227
New +$90.8K 0.02% 176

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Studio Investment Management sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 1,227 shares — an estimated $92.2K sold.

Studio Investment Management first reported a position in BND in Q3 2024 and held it in 1 quarter. The position peaked at $92.2K in Q3 2024. 1,608 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Studio Investment Management reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Studio Investment Management sold 1,227 Vanguard Total Bond Market shares in Q4 2024, an estimated $92.2K.
  • Studio Investment Management first reported a position in Vanguard Total Bond Market in Q3 2024 and held it in 1 quarter.
  • Studio Investment Management's Vanguard Total Bond Market position peaked at $92.2K in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Studio Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.