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ACG Wealth’s Vanguard Total Bond Market BND Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-225
Closed -$17K – 322
2022
Q2 		$17K Buy
+225
New +$17.1K ﹤0.01% 597
2015
Q2 		– Sell
-6,293
Closed -$525K – 210
2015
Q1 		$525K Sell
6,293
-500
-7% -$41.6K 0.14% 121
2014
Q4 		$560K Buy
+6,793
New +$560K 0.15% 119
2014
Q3 		– Sell
-4,692
Closed -$386K – 191
2014
Q2 		$386K Buy
+4,692
New +$383K 0.07% 150

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

ACG Wealth's BND Position: Q3 2022 in Review

ACG Wealth sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 225 shares — an estimated $17K sold.

ACG Wealth first reported a position in BND in Q2 2014 and held it in 4 quarters. The position peaked at $560K in Q4 2014. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • ACG Wealth reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 225 Vanguard Total Bond Market shares in Q3 2022, an estimated $17K.
  • ACG Wealth first reported a position in Vanguard Total Bond Market in Q2 2014 and held it in 4 quarters.
  • ACG Wealth's Vanguard Total Bond Market position peaked at $560K in Q4 2014.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.