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Watershed Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Watershed Private Wealth’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 		– Sell
-2,914
Closed -$212K – 120
2024
Q1 		$212K Sell
2,914
-7,138
-71% -$518K 0.09% 119
2023
Q4 		$739K Sell
10,052
-1,954
-16% -$138K 0.41% 56
2023
Q3 		$838K Sell
12,006
-142
-1% -$10.1K 0.52% 46
2023
Q2 		$883K Sell
12,148
-9,228
-43% -$676K 0.53% 47
2023
Q1 		$1.58M Sell
21,376
-2,944
-12% -$215K 1.07% 30
2022
Q4 		$1.75M Buy
+24,320
New +$1.74M 1.33% 27

Other funds holding BND

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
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

Watershed Private Wealth's BND Position: Q2 2024 in Review

Watershed Private Wealth sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 2,914 shares — an estimated $212K sold.

Watershed Private Wealth first reported a position in BND in Q4 2022 and held it in 6 quarters. The position peaked at $1.75M in Q4 2022. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Watershed Private Wealth reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Watershed Private Wealth sold 2,914 Vanguard Total Bond Market shares in Q2 2024, an estimated $212K.
  • Watershed Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 6 quarters.
  • Watershed Private Wealth's Vanguard Total Bond Market position peaked at $1.75M in Q4 2022.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Watershed Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.