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

WT 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 Q2	–	Sell	-2,974	Closed	-$216K	–	122
2024 Q1	$216K	Buy	2,974 +100	+3%	+$7.26K	0.08%	103
2023 Q4	$211K	Buy	+2,874	New	+$203K	0.08%	100
2023 Q1	–	Sell	-4,548	Closed	-$327K	–	107
2022 Q4	$327K	Sell	4,548 -36	-0.8%	-$2.58K	0.16%	81
2022 Q3	$327K	Hold	4,584	–	–	0.16%	80
2022 Q2	$345K	Sell	4,584 -3,554	-44%	-$270K	0.17%	90
2022 Q1	$647K	Buy	8,138 +3,443	+73%	+$281K	0.25%	85
2021 Q4	$398K	Buy	4,695 +66	+1%	+$5.62K	0.15%	96
2021 Q3	$396K	Hold	4,629	–	–	0.15%	98
2021 Q2	$398K	Hold	4,629	–	–	0.16%	100
2021 Q1	$392K	Hold	4,629	–	–	0.18%	102
2020 Q4	$408K	Hold	4,629	–	–	0.22%	95
2020 Q3	$408K	Buy	+4,629	New	+$410K	0.27%	78

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WT Wealth Management's BND Position: Q2 2024 in Review

WT Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 2,974 shares — an estimated $216K sold.

WT Wealth Management first reported a position in BND in Q3 2020 and held it in 12 quarters. The position peaked at $647K in Q1 2022. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

WT Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
WT Wealth Management sold 2,974 Vanguard Total Bond Market shares in Q2 2024, an estimated $216K.
WT Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 12 quarters.
WT Wealth Management's Vanguard Total Bond Market position peaked at $647K in Q1 2022.
1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on WT Wealth Management's 13F filing for Q2 2024, filed 21 Oct 2024.