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Advisor Partners II’s Vanguard Total Bond Market BND Stock Holding History

Advisor Partners II’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
Q3 		$353K Sell
5,059
-4,066
-45% -$290K 0.01% 875
2023
Q2 		$663K Buy
+9,125
New +$668K 0.03% 501

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Advisor Partners II's BND Position: Q3 2023 in Review

Advisor Partners II reduced its Vanguard Total Bond Market (BND) stake by 45% in Q3 2023, selling an estimated $290K and leaving 5,059 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #875.

Advisor Partners II first reported a position in BND in Q2 2023 and has held it in 2 quarters since. The position peaked at $663K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Advisor Partners II held 5,059 shares of Vanguard Total Bond Market worth $353K as of Q3 2023.
  • Advisor Partners II sold 4,066 Vanguard Total Bond Market shares in Q3 2023, an estimated $290K.
  • Vanguard Total Bond Market made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #875 holding.
  • Advisor Partners II first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 2 quarters since.
  • Advisor Partners II's Vanguard Total Bond Market position peaked at $663K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.