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American Portfolios Advisors’s Vanguard Total Bond Market BND Stock Holding History

American Portfolios Advisors’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
Q3 		$4.4M Buy
61,654
+3,510
+6% +$263K 0.19% 109
2022
Q2 		$4.38M Sell
58,144
-10,729
-16% -$817K 0.18% 116
2022
Q1 		$5.48M Sell
68,873
-2,860
-4% -$234K 0.19% 100
2021
Q4 		$6.08M Buy
71,733
+3,538
+5% +$301K 0.21% 92
2021
Q3 		$5.83M Buy
68,195
+3,517
+5% +$304K 0.22% 85
2021
Q2 		$5.56M Sell
64,678
-887
-1% -$75.7K 0.22% 89
2021
Q1 		$5.55M Sell
65,565
-3,087
-4% -$266K 0.24% 81
2020
Q4 		$6.05M Buy
68,652
+6,894
+11% +$607K 0.31% 59
2020
Q3 		$5.45M Buy
61,758
+11,331
+22% +$1M 0.31% 60
2020
Q2 		$4.45M Buy
50,427
+10,203
+25% +$892K 0.29% 71
2020
Q1 		$3.43M Buy
40,224
+5,368
+15% +$456K 0.29% 76
2019
Q4 		$2.92M Buy
34,856
+6,318
+22% +$531K 0.21% 113
2019
Q3 		$2.41M Buy
28,538
+5,000
+21% +$419K 0.2% 112
2019
Q2 		$1.96M Buy
23,538
+2,844
+14% +$232K 0.16% 140
2019
Q1 		$1.68M Buy
20,694
+408
+2% +$32.6K 0.16% 132
2018
Q4 		$1.61M Buy
20,286
+1,642
+9% +$128K 0.2% 113
2018
Q3 		$1.47M Buy
18,644
+1,244
+7% +$98.3K 0.17% 120
2018
Q2 		$1.38M Buy
17,400
+1,583
+10% +$125K 0.19% 106
2018
Q1 		$1.26M Buy
15,817
+480
+3% +$38.4K 0.19% 114
2017
Q4 		$1.25M Buy
+15,337
New +$1.25M 0.2% 114

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's BND Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Total Bond Market (BND) stake by 6% in Q3 2022, buying an estimated $263K and bringing the position to 61,654 shares worth $4.4M. The position accounts for 0.19% of the portfolio, ranked #109.

American Portfolios Advisors first reported a position in BND in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.08M in Q4 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • American Portfolios Advisors held 61,654 shares of Vanguard Total Bond Market worth $4.4M as of Q3 2022.
  • American Portfolios Advisors bought 3,510 Vanguard Total Bond Market shares in Q3 2022, an estimated $263K.
  • Vanguard Total Bond Market made up 0.19% of American Portfolios Advisors's portfolio in Q3 2022, its #109 holding.
  • American Portfolios Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Total Bond Market position peaked at $6.08M in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.