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Tidal Investments’s Vanguard Total Bond Market BND Stock Holding History

Tidal Investments’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
Q4 		– Sell
-14,686
Closed -$1.02M – 1430
2023
Q3 		$1.02M Hold
14,686
– – 0.03% 534
2023
Q2 		$1.05M Hold
14,686
– – 0.03% 522
2023
Q1 		$1.08M Buy
14,686
+3,480
+31% +$255K 0.04% 458
2022
Q4 		$805K Sell
11,206
-5,603
-33% -$401K 0.03% 509
2022
Q3 		$1.2M Hold
16,809
– – 0.05% 319
2022
Q2 		$1.26M Hold
16,809
– – 0.05% 330
2022
Q1 		$1.34M Sell
16,809
-9,901
-37% -$809K 0.04% 341
2021
Q4 		$2.26M Hold
26,710
– – 0.07% 216
2021
Q3 		$2.28M Buy
26,710
+2,632
+11% +$227K 0.09% 165
2021
Q2 		$2.07M Buy
24,078
+1,171
+5% +$99.9K 0.08% 161
2021
Q1 		$1.94M Buy
22,907
+5,798
+34% +$500K 0.09% 114
2020
Q4 		$1.51M Buy
17,109
+941
+6% +$82.8K 0.1% 108
2020
Q3 		$14.3M Buy
16,168
+2,012
+14% +$178K 1.9% 10
2020
Q2 		$1.25M Buy
14,156
+1
+0% +$87 0.17% 78
2020
Q1 		$1.21M Sell
14,155
-9,357
-40% -$795K 0.36% 58
2019
Q4 		$1.97M Sell
23,512
-29
-0.1% -$2.44K 0.83% 40
2019
Q3 		$1.99M Sell
23,541
-1,711
-7% -$143K 0.9% 39
2019
Q2 		$2.1M Buy
25,252
+16,867
+201% +$1.37M 1.16% 31
2019
Q1 		$681K Buy
+8,385
New +$670K 0.46% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Tidal Investments's BND Position: Q4 2023 in Review

Tidal Investments sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 14,686 shares — an estimated $1.02M sold.

Tidal Investments first reported a position in BND in Q1 2019 and held it in 19 quarters. The position peaked at $14.3M in Q3 2020. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Tidal Investments reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • Tidal Investments sold 14,686 Vanguard Total Bond Market shares in Q4 2023, an estimated $1.02M.
  • Tidal Investments first reported a position in Vanguard Total Bond Market in Q1 2019 and held it in 19 quarters.
  • Tidal Investments's Vanguard Total Bond Market position peaked at $14.3M in Q3 2020.
  • 1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Tidal Investments's 13F filing for Q4 2023, filed 15 Feb 2024.