1834 Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

1834 Investment Advisors’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
2021 Q4	–	Sell	-1,785	Closed	-$153K	–	476
2021 Q3	$153K	Sell	1,785 -242	-12%	-$20.9K	0.02%	210
2021 Q2	$174K	Sell	2,027 -327	-14%	-$27.9K	0.02%	197
2021 Q1	$199K	Hold	2,354	–	–	0.03%	198
2020 Q4	$208K	Sell	2,354 -171	-7%	-$15K	0.03%	188
2020 Q3	$223K	Sell	2,525 -60	-2%	-$5.32K	0.03%	175
2020 Q2	$228K	Hold	2,585	–	–	0.04%	167
2020 Q1	$221K	Sell	2,585 -93	-3%	-$7.9K	0.04%	163
2019 Q4	$225K	Sell	2,678 -191	-7%	-$16.1K	0.03%	183
2019 Q3	$242K	Buy	2,869 +161	+6%	+$13.5K	0.04%	183
2019 Q2	$225K	Buy	+2,708	New	+$221K	0.03%	182

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

1834 Investment Advisors's BND Position: Q4 2021 in Review

1834 Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 1,785 shares — an estimated $153K sold.

1834 Investment Advisors first reported a position in BND in Q2 2019 and held it in 10 quarters. The position peaked at $242K in Q3 2019. 1,243 funds tracked by Wall St. Rank hold BND as of Q4 2021.

1834 Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
1834 Investment Advisors sold 1,785 Vanguard Total Bond Market shares in Q4 2021, an estimated $153K.
1834 Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 10 quarters.
1834 Investment Advisors's Vanguard Total Bond Market position peaked at $242K in Q3 2019.
1,243 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on 1834 Investment Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.