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WR Wealth Planners’s Vanguard Total Bond Market BND Stock Holding History

WR Wealth Planners’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 		$6.1K Buy
85
+1
+1% +$73 ﹤0.01% 661
2024
Q3 		$6.29K Buy
84
+1
+1% +$74 ﹤0.01% 704
2024
Q2 		$5.98K Hold
83
– – ﹤0.01% 689
2024
Q1 		$6.03K Buy
+83
New +$6.02K ﹤0.01% 684
2023
Q3 		– Sell
-28
Closed -$2.04K – 919
2023
Q2 		$2.04K Hold
28
– – ﹤0.01% 771
2023
Q1 		$2.07K Buy
+28
New +$2.05K ﹤0.01% 771

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 $1.88B AUM 29.07% 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

WR Wealth Planners's BND Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard Total Bond Market (BND) stake by 1.2% in Q4 2024, buying an estimated $73 and bringing the position to 85 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

WR Wealth Planners first reported a position in BND in Q1 2023 and has held it in 6 quarters since. The position peaked at $6.29K in Q3 2024. 1,606 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • WR Wealth Planners held 85 shares of Vanguard Total Bond Market worth $6.1K as of Q4 2024.
  • WR Wealth Planners bought 1 Vanguard Total Bond Market share in Q4 2024, an estimated $73.
  • Vanguard Total Bond Market made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #661 holding.
  • WR Wealth Planners first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Vanguard Total Bond Market position peaked at $6.29K in Q3 2024.
  • 1,606 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.