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Advisory Resource Group’s Vanguard Total Bond Market BND Stock Holding History

Advisory Resource Group’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
Q3 		– Sell
-2,496
Closed -$214K – 139
2021
Q2 		$214K Buy
+2,496
New +$213K 0.09% 125
2021
Q1 		– Sell
-3,036
Closed -$268K – 115
2020
Q4 		$268K Buy
3,036
+18
+0.6% +$1.58K 0.13% 81
2020
Q3 		$266K Buy
+3,018
New +$268K 0.16% 74

Other funds holding BND

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Advisory Resource Group's BND Position: Q3 2021 in Review

Advisory Resource Group sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 2,496 shares — an estimated $214K sold.

Advisory Resource Group first reported a position in BND in Q3 2020 and held it in 3 quarters. The position peaked at $268K in Q4 2020. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Advisory Resource Group reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
  • Advisory Resource Group sold 2,496 Vanguard Total Bond Market shares in Q3 2021, an estimated $214K.
  • Advisory Resource Group first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 3 quarters.
  • Advisory Resource Group's Vanguard Total Bond Market position peaked at $268K in Q4 2020.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.