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

Altavista 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
2021
Q4 		$1.04M Buy
12,307
+5,898
+92% +$502K 0.21% 81
2021
Q3 		$548K Buy
6,409
+1,105
+21% +$95.4K 0.12% 112
2021
Q2 		$456K Buy
+5,304
New +$452K 0.1% 125

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Altavista Wealth Management's BND Position: Q4 2021 in Review

Altavista Wealth Management increased its Vanguard Total Bond Market (BND) stake by 92% in Q4 2021, buying an estimated $502K and bringing the position to 12,307 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #81.

Altavista Wealth Management first reported a position in BND in Q2 2021 and has held it in 3 quarters since. 1,243 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Altavista Wealth Management held 12,307 shares of Vanguard Total Bond Market worth $1.04M as of Q4 2021.
  • Altavista Wealth Management bought 5,898 Vanguard Total Bond Market shares in Q4 2021, an estimated $502K.
  • Vanguard Total Bond Market made up 0.21% of Altavista Wealth Management's portfolio in Q4 2021, its #81 holding.
  • Altavista Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 3 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.