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Tilia Fiduciary Partners’s Vanguard Total Bond Market BND Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-363
Closed -$26.4K – 138
2023
Q2 		$26.4K Buy
363
+150
+70% +$11K 0.02% 273
2023
Q1 		$15.7K Hold
213
– – 0.02% 328
2022
Q4 		$15.3K Hold
213
– – 0.01% 321
2022
Q3 		$15K Hold
213
– – 0.02% 319
2022
Q2 		$16K Hold
213
– – 0.02% 327
2022
Q1 		$17K Hold
213
– – 0.01% 342
2021
Q4 		$18K Buy
+213
New +$18.1K 0.01% 350

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Tilia Fiduciary Partners's BND Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 363 shares — an estimated $26.4K sold.

Tilia Fiduciary Partners first reported a position in BND in Q4 2021 and held it in 7 quarters. The position peaked at $26.4K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 363 Vanguard Total Bond Market shares in Q3 2023, an estimated $26.4K.
  • Tilia Fiduciary Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Vanguard Total Bond Market position peaked at $26.4K in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.