Align Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Align Wealth 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 Q4	$61.7K	Buy	+865	New	+$62K	0.05%	49

Other funds holding BND

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Align Wealth Management's BND Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard Total Bond Market (BND) in Q4 2022: 865 shares worth $61.7K. The stake represents 0.05% of the portfolio and ranks #49 among its holdings.

1,248 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Align Wealth Management held 865 shares of Vanguard Total Bond Market worth $61.7K as of Q4 2022.
Vanguard Total Bond Market was a new Align Wealth Management position in Q4 2022.
Vanguard Total Bond Market made up 0.05% of Align Wealth Management's portfolio in Q4 2022, its #49 holding.
1,248 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.