WPWM
BND icon

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

Windward Private 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
Q4 		– Sell
-6,396
Closed -$480K – 47
2024
Q3 		$480K Sell
6,396
-539
-8% -$39.9K 0.18% 33
2024
Q2 		$500K Sell
6,935
-735
-10% -$52.6K 0.2% 33
2024
Q1 		$557K Sell
7,670
-431
-5% -$31.3K 0.23% 33
2023
Q4 		$596K Buy
8,101
+434
+6% +$30.6K 0.25% 33
2023
Q3 		$535K Buy
7,667
+802
+12% +$57.3K 0.24% 36
2023
Q2 		$499K Buy
6,865
+131
+2% +$9.6K 0.22% 36
2023
Q1 		$497K Sell
6,734
-124
-2% -$9.07K 0.21% 35
2022
Q4 		$493K Buy
6,858
+208
+3% +$14.9K 0.22% 35
2022
Q3 		$474K Sell
6,650
-941
-12% -$70.4K 0.23% 34
2022
Q2 		$571K Sell
7,591
-181
-2% -$13.8K 0.26% 35
2022
Q1 		$618K Buy
7,772
+1,694
+28% +$138K 0.26% 35
2021
Q4 		$515K Sell
6,078
-1,751
-22% -$149K 0.2% 36
2021
Q3 		$669K Buy
7,829
+671
+9% +$57.9K 0.27% 34
2021
Q2 		$615K Buy
7,158
+388
+6% +$33.1K 0.25% 35
2021
Q1 		$574K Sell
6,770
-353
-5% -$30.4K 0.25% 36
2020
Q4 		$628K Buy
+7,123
New +$627K 0.29% 33

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Windward Private Wealth Management's BND Position: Q4 2024 in Review

Windward Private Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 6,396 shares — an estimated $480K sold.

Windward Private Wealth Management first reported a position in BND in Q4 2020 and held it in 16 quarters. The position peaked at $669K in Q3 2021. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Windward Private Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Windward Private Wealth Management sold 6,396 Vanguard Total Bond Market shares in Q4 2024, an estimated $480K.
  • Windward Private Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 16 quarters.
  • Windward Private Wealth Management's Vanguard Total Bond Market position peaked at $669K in Q3 2021.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Windward Private Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.