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

US 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	–	Sell	-8,080	Closed	-$587K	–	72
2023 Q2	$587K	Buy	8,080 +212	+3%	+$15.5K	0.25%	41
2023 Q1	$581K	Hold	7,868	–	–	0.26%	44
2022 Q4	$565K	Hold	7,868	–	–	0.28%	41
2022 Q3	$561K	Hold	7,868	–	–	0.31%	33
2022 Q2	$592K	Buy	+7,868	New	+$599K	0.33%	30
2021 Q2	–	Sell	-7,879	Closed	-$668K	–	82
2021 Q1	$668K	Buy	7,879 +3,002	+62%	+$259K	0.19%	66
2020 Q4	$430K	Buy	+4,877	New	+$429K	0.13%	73
2016 Q2	$1.02M	Hold	12,276	–	–	2.04%	18
2016 Q1	$1.02M	Buy	12,276 +11,976	+3,992%	+$980K	1.77%	18
2015 Q4	$24K	Buy	+300	New	+$24.4K	0.02%	214
2015 Q3	–	Sell	-112	Closed	-$9K	–	562
2015 Q2	$9K	Sell	112 -2,633	-96%	-$217K	0.01%	237
2015 Q1	$229K	Sell	2,745 -2,056	-43%	-$171K	0.21%	53
2014 Q4	$395K	Buy	+4,801	New	+$396K	0.35%	39

Other funds holding BND

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

US Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 8,080 shares — an estimated $587K sold.

US Financial Advisors first reported a position in BND in Q4 2014 and held it in 13 quarters. The position peaked at $1.02M in Q2 2016. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

US Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
US Financial Advisors sold 8,080 Vanguard Total Bond Market shares in Q3 2023, an estimated $587K.
US Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 13 quarters.
US Financial Advisors's Vanguard Total Bond Market position peaked at $1.02M in Q2 2016.
1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

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