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Advanced Research Investment Solutions’s Vanguard Total Bond Market BND Stock Holding History

Advanced Research Investment Solutions’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
-862
Closed -$73.7K – 195
2021
Q3 		$73.7K Buy
+862
New +$74.4K 0.04% 66

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Jones Financial Companies
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advanced Research Investment Solutions's BND Position: Q4 2021 in Review

Advanced Research Investment Solutions sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 862 shares — an estimated $73.7K sold.

Advanced Research Investment Solutions first reported a position in BND in Q3 2021 and held it in 1 quarter. The position peaked at $73.7K in Q3 2021. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Advanced Research Investment Solutions reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 862 Vanguard Total Bond Market shares in Q4 2021, an estimated $73.7K.
  • Advanced Research Investment Solutions first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Vanguard Total Bond Market position peaked at $73.7K in Q3 2021.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.