Advisors Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Advisors Capital Management’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	-4,728	Closed	-$356K	–	456
2022 Q2	$356K	Buy	+4,728	New	+$360K	0.01%	337
2021 Q3	–	Sell	-2,442	Closed	-$210K	–	406
2021 Q2	$210K	Sell	2,442 -52	-2%	-$4.43K	0.01%	374
2021 Q1	$211K	Buy	+2,494	New	+$215K	0.01%	350

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Capital Management's BND Position: Q3 2022 in Review

Advisors Capital Management sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 4,728 shares — an estimated $356K sold.

Advisors Capital Management first reported a position in BND in Q1 2021 and held it in 3 quarters. The position peaked at $356K in Q2 2022. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

Advisors Capital Management reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
Advisors Capital Management sold 4,728 Vanguard Total Bond Market shares in Q3 2022, an estimated $356K.
Advisors Capital Management first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 3 quarters.
Advisors Capital Management's Vanguard Total Bond Market position peaked at $356K in Q2 2022.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Advisors Capital Management's 13F filing for Q3 2022, filed 16 Nov 2022.