Sweet Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Sweet Financial Partners’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 Q3	$299K	Sell	3,982 -66	-2%	-$4.88K	0.06%	166
2024 Q2	$292K	Sell	4,048 -160	-4%	-$11.5K	0.07%	164
2024 Q1	$306K	Sell	4,208 -1,373	-25%	-$99.6K	0.07%	163
2023 Q4	$410K	Sell	5,581 -457	-8%	-$32.3K	0.1%	133
2023 Q3	$421K	Sell	6,038 -981	-14%	-$70K	0.11%	116
2023 Q2	$510K	Sell	7,019 -1,243	-15%	-$91K	0.13%	109
2023 Q1	$610K	Sell	8,262 -40,575	-83%	-$2.97M	0.17%	92
2022 Q4	$3.51M	Buy	+48,837	New	+$3.5M	1.03%	15

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Sweet Financial Partners's BND Position: Q3 2024 in Review

Sweet Financial Partners reduced its Vanguard Total Bond Market (BND) stake by 1.6% in Q3 2024, selling an estimated $4.88K and leaving 3,982 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #166.

Sweet Financial Partners first reported a position in BND in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.51M in Q4 2022. 1,459 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Sweet Financial Partners held 3,982 shares of Vanguard Total Bond Market worth $299K as of Q3 2024.
Sweet Financial Partners sold 66 Vanguard Total Bond Market shares in Q3 2024, an estimated $4.88K.
Vanguard Total Bond Market made up 0.06% of Sweet Financial Partners's portfolio in Q3 2024, its #166 holding.
Sweet Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 8 quarters since.
Sweet Financial Partners's Vanguard Total Bond Market position peaked at $3.51M in Q4 2022.
1,459 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.