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Trademark Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Trademark Financial 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
Q1 		– Sell
-7,505
Closed -$552K – 79
2023
Q4 		$552K Buy
+7,505
New +$530K 0.41% 55

Other funds holding BND

Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Trademark Financial Management's BND Position: Q1 2024 in Review

Trademark Financial Management sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 7,505 shares — an estimated $552K sold.

Trademark Financial Management first reported a position in BND in Q4 2023 and held it in 1 quarter. The position peaked at $552K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Trademark Financial Management reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Trademark Financial Management sold 7,505 Vanguard Total Bond Market shares in Q1 2024, an estimated $552K.
  • Trademark Financial Management first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 1 quarter.
  • Trademark Financial Management's Vanguard Total Bond Market position peaked at $552K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.