WN
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Williams & Novak’s Vanguard Total Bond Market BND Stock Holding History

Williams & Novak’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
-16,250
Closed -$1.2M – 130
2024
Q1 		$1.2M Hold
16,250
– – 1.36% 24
2023
Q4 		$1.2M Buy
+16,250
New +$1.15M 1.36% 24

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

Williams & Novak's BND Position: Q2 2024 in Review

Williams & Novak sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 16,250 shares — an estimated $1.2M sold.

Williams & Novak first reported a position in BND in Q4 2023 and held it in 2 quarters. The position peaked at $1.2M in Q1 2024. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Williams & Novak reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Williams & Novak sold 16,250 Vanguard Total Bond Market shares in Q2 2024, an estimated $1.2M.
  • Williams & Novak first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 2 quarters.
  • Williams & Novak's Vanguard Total Bond Market position peaked at $1.2M in Q1 2024.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Williams & Novak's 13F filing for Q2 2024, filed 12 Jul 2024.