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

Allred 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
2021 Q4	–	Sell	-6,246	Closed	-$534K	–	186
2021 Q3	$534K	Hold	6,246	–	–	0.28%	92
2021 Q2	$536K	Hold	6,246	–	–	0.27%	98
2021 Q1	$529K	Sell	6,246 -402	-6%	-$34.7K	0.24%	95
2020 Q4	$586K	Hold	6,648	–	–	0.32%	81
2020 Q3	$586K	Hold	6,648	–	–	0.35%	74
2020 Q2	$587K	Hold	6,648	–	–	0.37%	71
2020 Q1	$567K	Hold	6,648	–	–	0.44%	62
2019 Q4	$558K	Sell	6,648 -1,023	-13%	-$86K	0.3%	78
2019 Q3	$646K	Buy	7,671 +347	+5%	+$29.1K	0.39%	72
2019 Q2	$608K	Hold	7,324	–	–	0.35%	83
2019 Q1	$591K	Buy	+7,324	New	+$585K	0.34%	87

Other funds holding BND

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allred Capital Management's BND Position: Q4 2021 in Review

Allred Capital Management sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 6,246 shares — an estimated $534K sold.

Allred Capital Management first reported a position in BND in Q1 2019 and held it in 11 quarters. The position peaked at $646K in Q3 2019. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

Allred Capital Management reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
Allred Capital Management sold 6,246 Vanguard Total Bond Market shares in Q4 2021, an estimated $534K.
Allred Capital Management first reported a position in Vanguard Total Bond Market in Q1 2019 and held it in 11 quarters.
Allred Capital Management's Vanguard Total Bond Market position peaked at $646K in Q3 2019.
1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Allred Capital Management's 13F filing for Q4 2021, filed 25 Jan 2022.