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Acute Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

Acute Investment Advisory’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
-16,162
Closed -$1.16M – 15
2022
Q4 		$1.16M Sell
16,162
-32,129
-67% -$2.3M 0.79% 10
2022
Q3 		$3.44M Buy
48,291
+23,870
+98% +$1.79M 2.47% 13
2022
Q2 		$1.84M Sell
24,421
-41,527
-63% -$3.16M 1.43% 17
2022
Q1 		$5.25M Sell
65,948
-69,738
-51% -$5.7M 3.91% 6
2021
Q4 		$11.5M Buy
+135,686
New +$11.6M 8.39% 3

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acute Investment Advisory's BND Position: Q1 2023 in Review

Acute Investment Advisory sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 16,162 shares — an estimated $1.16M sold.

Acute Investment Advisory first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $11.5M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Acute Investment Advisory reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Acute Investment Advisory sold 16,162 Vanguard Total Bond Market shares in Q1 2023, an estimated $1.16M.
  • Acute Investment Advisory first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
  • Acute Investment Advisory's Vanguard Total Bond Market position peaked at $11.5M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Acute Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.