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Wunderlich Capital Managemnt’s Vanguard Total Bond Market BND Stock Holding History

Wunderlich Capital Managemnt’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 		$4.73M Buy
65,616
+748
+1% +$53.6K 2.11% 11
2024
Q1 		$4.71M Sell
64,868
-3,964
-6% -$288K 2.12% 10
2023
Q4 		$5.06M Sell
68,832
-918
-1% -$64.8K 2.28% 9
2023
Q3 		$4.87M Sell
69,750
-807
-1% -$57.6K 2.4% 8
2023
Q2 		$5.13M Buy
70,557
+1,610
+2% +$118K 2.52% 8
2023
Q1 		$5.09M Buy
68,947
+282
+0.4% +$20.6K 2.65% 6
2022
Q4 		$4.93M Buy
+68,665
New +$4.92M 2.75% 3

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

Wunderlich Capital Managemnt's BND Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Vanguard Total Bond Market (BND) stake by 1.2% in Q2 2024, buying an estimated $53.6K and bringing the position to 65,616 shares worth $4.73M. The position accounts for 2.11% of the portfolio, ranked #11.

Wunderlich Capital Managemnt first reported a position in BND in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.13M in Q2 2023. 1,441 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Wunderlich Capital Managemnt held 65,616 shares of Vanguard Total Bond Market worth $4.73M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 748 Vanguard Total Bond Market shares in Q2 2024, an estimated $53.6K.
  • Vanguard Total Bond Market made up 2.11% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #11 holding.
  • Wunderlich Capital Managemnt first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 7 quarters since.
  • Wunderlich Capital Managemnt's Vanguard Total Bond Market position peaked at $5.13M in Q2 2023.
  • 1,441 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.