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Your Advocates Ltd’s Vanguard Total Bond Market BND Stock Holding History

Your Advocates Ltd’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
-107
Closed -$7.77K – 243
2024
Q1 		$7.77K Sell
107
-546
-84% -$39.6K ﹤0.01% 120
2023
Q4 		$48K Buy
653
+163
+33% +$11.5K 0.02% 52
2023
Q3 		$34.2K Buy
+490
New +$35K 0.02% 63
2020
Q4 		– Sell
-51
Closed -$4K – 141
2020
Q3 		$4K Sell
51
-400
-89% -$35.5K ﹤0.01% 108
2020
Q2 		$40K Buy
+451
New +$39.4K 0.03% 45

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

Your Advocates Ltd's BND Position: Q2 2024 in Review

Your Advocates Ltd sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 107 shares — an estimated $7.77K sold.

Your Advocates Ltd first reported a position in BND in Q2 2020 and held it in 5 quarters. The position peaked at $48K in Q4 2023. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Your Advocates Ltd reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 107 Vanguard Total Bond Market shares in Q2 2024, an estimated $7.77K.
  • Your Advocates Ltd first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 5 quarters.
  • Your Advocates Ltd's Vanguard Total Bond Market position peaked at $48K in Q4 2023.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Your Advocates Ltd's 13F filing for Q2 2024, filed 29 Jul 2024.