Tallon Kerry Patrick’s Vanguard Total Bond Market BND Stock Holding History

Tallon Kerry Patrick’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	$474K	Buy	+6,594	New	+$482K	0.46%	46

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

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

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

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

Tallon Kerry Patrick's BND Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Vanguard Total Bond Market (BND) in Q4 2024: 6,594 shares worth $474K. The stake represents 0.46% of the portfolio and ranks #46 among its holdings.

1,607 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Tallon Kerry Patrick held 6,594 shares of Vanguard Total Bond Market worth $474K as of Q4 2024.
Vanguard Total Bond Market was a new Tallon Kerry Patrick position in Q4 2024.
Vanguard Total Bond Market made up 0.46% of Tallon Kerry Patrick's portfolio in Q4 2024, its #46 holding.
1,607 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.