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Triad Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Triad Financial Advisors’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 		$4.35M Sell
62,369
-7,230
-10% -$516K 1.53% 15
2023
Q2 		$5.06M Buy
69,599
+2,663
+4% +$195K 2.08% 12
2023
Q1 		$4.94M Buy
66,936
+16,622
+33% +$1.22M 2.15% 10
2022
Q4 		$3.61M Buy
+50,314
New +$3.6M 1.61% 13

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

Triad Financial Advisors's BND Position: Q3 2023 in Review

Triad Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 10% in Q3 2023, selling an estimated $516K and leaving 62,369 shares worth $4.35M. The position accounts for 1.53% of the portfolio, ranked #15.

Triad Financial Advisors first reported a position in BND in Q4 2022 and has held it in 4 quarters since. The position peaked at $5.06M in Q2 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Triad Financial Advisors held 62,369 shares of Vanguard Total Bond Market worth $4.35M as of Q3 2023.
  • Triad Financial Advisors sold 7,230 Vanguard Total Bond Market shares in Q3 2023, an estimated $516K.
  • Vanguard Total Bond Market made up 1.53% of Triad Financial Advisors's portfolio in Q3 2023, its #15 holding.
  • Triad Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 4 quarters since.
  • Triad Financial Advisors's Vanguard Total Bond Market position peaked at $5.06M in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.