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Walden Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Walden Wealth Partners’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
Q2 		$272K Hold
3,780
– – 0.15% 68
2024
Q1 		$272K Sell
3,780
-28
-0.7% -$2.03K 0.16% 73
2023
Q4 		$280K Buy
+3,808
New +$269K 0.18% 66

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
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

Walden Wealth Partners's BND Position: Q2 2024 in Review

Walden Wealth Partners held its Vanguard Total Bond Market (BND) position steady in Q2 2024 at 3,780 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #68.

Walden Wealth Partners first reported a position in BND in Q4 2023 and has held it in 3 quarters since. The position peaked at $280K in Q4 2023. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Walden Wealth Partners held 3,780 shares of Vanguard Total Bond Market worth $272K as of Q2 2024.
  • Walden Wealth Partners left its Vanguard Total Bond Market share count unchanged in Q2 2024.
  • Vanguard Total Bond Market made up 0.15% of Walden Wealth Partners's portfolio in Q2 2024, its #68 holding.
  • Walden Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Vanguard Total Bond Market position peaked at $280K in Q4 2023.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.