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Accredited Investors’s Vanguard Total Bond Market BND Stock Holding History

Accredited Investors’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
2023
Q1 		– Sell
-3,474
Closed -$250K – 192
2022
Q4 		$250K Sell
3,474
-31,204
-90% -$2.24M 0.02% 153
2022
Q3 		$2.47M Sell
34,678
-2,248
-6% -$168K 0.29% 41
2022
Q2 		$2.78M Buy
36,926
+32,927
+823% +$2.51M 0.33% 38
2022
Q1 		$318K Buy
3,999
+1,411
+55% +$115K 0.03% 141
2021
Q4 		$219K Buy
2,588
+24
+0.9% +$2.04K 0.02% 172
2021
Q3 		$219K Sell
2,564
-1,125
-30% -$97.1K 0.02% 160
2021
Q2 		$317K Buy
3,689
+1,211
+49% +$103K 0.03% 127
2021
Q1 		$210K Buy
+2,478
New +$214K 0.03% 148
2020
Q1 		– Sell
-3,238
Closed -$272K – 132
2019
Q4 		$272K Buy
+3,238
New +$272K 0.05% 117
2019
Q3 		– Sell
-4,510
Closed -$375K – 136
2019
Q2 		$375K Buy
+4,510
New +$367K 0.07% 95
2018
Q3 		– Sell
-2,679
Closed -$212K – 128
2018
Q2 		$212K Sell
2,679
-86
-3% -$6.8K 0.05% 112
2018
Q1 		$221K Buy
2,765
+152
+6% +$12.2K 0.06% 96
2017
Q4 		$213K Buy
2,613
+52
+2% +$4.25K 0.06% 107
2017
Q3 		$210K Buy
+2,561
New +$210K 0.06% 107
2017
Q2 		– Sell
-4,692
Closed -$380K – 109
2017
Q1 		$380K Buy
+4,692
New +$379K 0.09% 68
2014
Q4 		– Sell
-5,150
Closed -$422K – 75
2014
Q3 		$422K Sell
5,150
-58,124
-92% -$4.77M 0.13% 43
2014
Q2 		$5.2M Sell
63,274
-79,733
-56% -$6.52M 1.69% 8
2014
Q1 		$11.6M Buy
143,007
+3,464
+2% +$281K 3.88% 6
2013
Q4 		$11.2M Buy
139,543
+147
+0.1% +$11.9K 3.91% 6
2013
Q3 		$11.3M Sell
139,396
-150,706
-52% -$12.1M 4.16% 6
2013
Q2 		$23.5M Buy
+290,102
New +$24.1M 9.26% 6

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Investors's BND Position: Q1 2023 in Review

Accredited Investors sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 3,474 shares — an estimated $250K sold.

Accredited Investors first reported a position in BND in Q2 2013 and held it in 21 quarters. The position peaked at $23.5M in Q2 2013. 1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Accredited Investors reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Accredited Investors sold 3,474 Vanguard Total Bond Market shares in Q1 2023, an estimated $250K.
  • Accredited Investors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 21 quarters.
  • Accredited Investors's Vanguard Total Bond Market position peaked at $23.5M in Q2 2013.
  • 1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Accredited Investors's 13F filing for Q1 2023, filed 24 Apr 2023.