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

Altium 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 Q1	–	Sell	-2,415	Closed	-$205K	–	382
2021 Q4	$205K	Sell	2,415 -250	-9%	-$21.3K	0.01%	364
2021 Q3	$228K	Sell	2,665 -1,557	-37%	-$134K	0.02%	344
2021 Q2	$363K	Sell	4,222 -2,012	-32%	-$172K	0.03%	286
2021 Q1	$528K	Buy	+6,234	New	+$538K	0.04%	204
2019 Q1	–	Sell	-7,066	Closed	-$560K	–	288
2018 Q4	$560K	Sell	7,066 -1,755	-20%	-$137K	0.11%	135
2018 Q3	$694K	Sell	8,821 -4,989	-36%	-$394K	0.13%	117
2018 Q2	$1.09M	Sell	13,810 -3,437	-20%	-$272K	0.29%	64
2018 Q1	$1.38M	Sell	17,247 -5,329	-24%	-$427K	0.54%	35
2017 Q4	$1.84M	Buy	+22,576	New	+$1.84M	0.84%	25

Other funds holding BND

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Altium Wealth Management's BND Position: Q1 2022 in Review

Altium Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 2,415 shares — an estimated $205K sold.

Altium Wealth Management first reported a position in BND in Q4 2017 and held it in 9 quarters. The position peaked at $1.84M in Q4 2017. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Altium Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Altium Wealth Management sold 2,415 Vanguard Total Bond Market shares in Q1 2022, an estimated $205K.
Altium Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 9 quarters.
Altium Wealth Management's Vanguard Total Bond Market position peaked at $1.84M in Q4 2017.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.