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

Sugarloaf 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
Q4 		$9.86M Buy
137,139
+4,076
+3% +$298K 1.87% 12
2024
Q3 		$9.99M Buy
133,063
+4,278
+3% +$317K 1.89% 12
2024
Q2 		$9.28M Buy
128,785
+3,397
+3% +$243K 1.88% 12
2024
Q1 		$9.11M Sell
125,388
-28
-0% -$2.03K 1.89% 12
2023
Q4 		$9.22M Sell
125,416
-497
-0.4% -$35.1K 2.22% 11
2023
Q3 		$8.79M Buy
+125,913
New +$8.99M 2.22% 11

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

Sugarloaf Wealth Management's BND Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Total Bond Market (BND) stake by 3.1% in Q4 2024, buying an estimated $298K and bringing the position to 137,139 shares worth $9.86M. The position accounts for 1.87% of the portfolio, ranked #12.

Sugarloaf Wealth Management first reported a position in BND in Q3 2023 and has held it in 6 quarters since. The position peaked at $9.99M in Q3 2024. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Sugarloaf Wealth Management held 137,139 shares of Vanguard Total Bond Market worth $9.86M as of Q4 2024.
  • Sugarloaf Wealth Management bought 4,076 Vanguard Total Bond Market shares in Q4 2024, an estimated $298K.
  • Vanguard Total Bond Market made up 1.87% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #12 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 6 quarters since.
  • Sugarloaf Wealth Management's Vanguard Total Bond Market position peaked at $9.99M in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.