Tradition Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Tradition Wealth 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	-43	Closed	-$3K	–	476
2023 Q4	$3K	Sell	43 -369	-90%	-$26.1K	﹤0.01%	1217
2023 Q3	$29K	Hold	412	–	–	﹤0.01%	745
2023 Q2	$30K	Sell	412 -1,226	-75%	-$89.8K	﹤0.01%	765
2023 Q1	$121K	Buy	+1,638	New	+$120K	0.02%	390
2022 Q2	–	Sell	-106	Closed	-$8K	–	1085
2022 Q1	$8K	Sell	106 -113	-52%	-$9.23K	﹤0.01%	935
2021 Q4	$19K	Buy	+219	New	+$18.7K	﹤0.01%	739

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Tradition Wealth Management's BND Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 43 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BND in Q4 2021 and held it in 6 quarters. The position peaked at $121K in Q1 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 43 Vanguard Total Bond Market shares in Q1 2024, an estimated $3K.
Tradition Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 6 quarters.
Tradition Wealth Management's Vanguard Total Bond Market position peaked at $121K in Q1 2023.
1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.