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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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. 1,111 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.
1,111 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.