AJ Wealth Strategies’s Vanguard Total Bond Market BND Stock Holding History

AJ Wealth Strategies’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 Q4	–	Sell	-24,679	Closed	-$1.76M	–	302
2022 Q3	$1.76M	Buy	+24,679	New	+$1.85M	0.1%	91
2022 Q2	–	Sell	-3,860	Closed	-$307K	–	312
2022 Q1	$307K	Hold	3,860	–	–	0.02%	254
2021 Q4	$327K	Hold	3,860	–	–	0.02%	239
2021 Q3	$330K	Sell	3,860 -238	-6%	-$20.5K	0.02%	231
2021 Q2	$352K	Sell	4,098 -19	-0.5%	-$1.62K	0.02%	215
2021 Q1	$349K	Sell	4,117 -133	-3%	-$11.5K	0.02%	197
2020 Q4	$375K	Sell	4,250 -253	-6%	-$22.3K	0.03%	168
2020 Q3	$397K	Buy	+4,503	New	+$399K	0.04%	148
2018 Q4	–	Sell	-13,388	Closed	-$1.05M	–	96
2018 Q3	$1.05M	Hold	13,388	–	–	0.2%	44
2018 Q2	$1.06M	Hold	13,388	–	–	0.22%	43
2018 Q1	$1.07M	Sell	13,388 -1,242	-8%	-$99.4K	0.26%	43
2017 Q4	$1.19M	Buy	+14,630	New	+$1.2M	0.3%	41

Other funds holding BND

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

AJ Wealth Strategies's BND Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 24,679 shares — an estimated $1.76M sold.

AJ Wealth Strategies first reported a position in BND in Q4 2017 and held it in 12 quarters. The position peaked at $1.76M in Q3 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

AJ Wealth Strategies reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 24,679 Vanguard Total Bond Market shares in Q4 2022, an estimated $1.76M.
AJ Wealth Strategies first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 12 quarters.
AJ Wealth Strategies's Vanguard Total Bond Market position peaked at $1.76M in Q3 2022.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.