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Woodard & Company Asset Management Group’s Vanguard Total Bond Market BND Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-2,908
Closed -$203K – 102
2023
Q3 		$203K Buy
+2,908
New +$208K 0.07% 73

Other funds holding BND

Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Woodard & Company Asset Management Group's BND Position: Q4 2023 in Review

Woodard & Company Asset Management Group sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 2,908 shares — an estimated $203K sold.

Woodard & Company Asset Management Group first reported a position in BND in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 1,447 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Woodard & Company Asset Management Group reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 2,908 Vanguard Total Bond Market shares in Q4 2023, an estimated $203K.
  • Woodard & Company Asset Management Group first reported a position in Vanguard Total Bond Market in Q3 2023 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Vanguard Total Bond Market position peaked at $203K in Q3 2023.
  • 1,447 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2023, filed 25 Jan 2024.