Tyler-Stone Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-6,031	Closed	-$435K	–	380
2024 Q2	$435K	Buy	6,031 +5,410	+871%	+$387K	0.18%	109
2024 Q1	$45.1K	Buy	621 +587	+1,726%	+$42.6K	0.02%	380
2023 Q4	$2.5K	Hold	34	–	–	﹤0.01%	792
2023 Q3	$2K	Buy	+34	New	+$2.43K	﹤0.01%	797
2022 Q1	–	Sell	-369	Closed	-$31K	–	839
2021 Q4	$31K	Buy	+369	New	+$31.4K	0.02%	428

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

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Tyler-Stone Wealth Management's BND Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 6,031 shares — an estimated $435K sold.

Tyler-Stone Wealth Management first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $435K in Q2 2024. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 6,031 Vanguard Total Bond Market shares in Q3 2024, an estimated $435K.
Tyler-Stone Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
Tyler-Stone Wealth Management's Vanguard Total Bond Market position peaked at $435K in Q2 2024.
1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.