Anchor Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Anchor Investment 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
2023 Q1	–	Sell	-345	Closed	-$24.8K	–	982
2022 Q4	$24.8K	Hold	345	–	–	﹤0.01%	614
2022 Q3	$24.6K	Sell	345 -6,844	-95%	-$512K	﹤0.01%	603
2022 Q2	$541K	Hold	7,189	–	–	0.08%	211
2022 Q1	$572K	Sell	7,189 -580	-7%	-$47.4K	0.07%	227
2021 Q4	$658K	Buy	7,769 +7,424	+2,152%	+$632K	0.08%	208
2021 Q3	$29.5K	Sell	345 -2,206	-86%	-$190K	﹤0.01%	587
2021 Q2	$219K	Buy	2,551 +2,326	+1,034%	+$198K	0.03%	352
2021 Q1	$19.1K	Buy	+225	New	+$19.4K	﹤0.01%	632
2018 Q4	–	Sell	-2,496	Closed	-$196K	–	814
2018 Q3	$196K	Hold	2,496	–	–	0.05%	298
2018 Q2	$198K	Sell	2,496 -5	-0.2%	-$395	0.05%	305
2018 Q1	$200K	Sell	2,501 -150	-6%	-$12K	0.05%	298
2017 Q4	$216K	Buy	2,651 +800	+43%	+$65.3K	0.06%	269
2017 Q3	$152K	Buy	+1,851	New	+$152K	0.04%	293
2016 Q2	–	Sell	-120	Closed	-$9.94K	–	660
2016 Q1	$9.94K	Buy	+120	New	+$9.82K	﹤0.01%	492

Other funds holding BND

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's BND Position: Q1 2023 in Review

Anchor Investment Management sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 345 shares — an estimated $24.8K sold.

Anchor Investment Management first reported a position in BND in Q1 2016 and held it in 14 quarters. The position peaked at $658K in Q4 2021. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Anchor Investment Management reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Anchor Investment Management sold 345 Vanguard Total Bond Market shares in Q1 2023, an estimated $24.8K.
Anchor Investment Management first reported a position in Vanguard Total Bond Market in Q1 2016 and held it in 14 quarters.
Anchor Investment Management's Vanguard Total Bond Market position peaked at $658K in Q4 2021.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.