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

Aspire 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
Q4 		– Sell
-4,889
Closed -$349K – 194
2022
Q3 		$349K Hold
4,889
– – 0.33% 54
2022
Q2 		$368K Sell
4,889
-311
-6% -$23.7K 0.34% 56
2022
Q1 		$414K Sell
5,200
-83
-2% -$6.78K 0.33% 53
2021
Q4 		$448K Buy
+5,283
New +$450K 0.36% 47

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Aspire Wealth Management's BND Position: Q4 2022 in Review

Aspire Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 4,889 shares — an estimated $349K sold.

Aspire Wealth Management first reported a position in BND in Q4 2021 and held it in 4 quarters. The position peaked at $448K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Aspire Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 4,889 Vanguard Total Bond Market shares in Q4 2022, an estimated $349K.
  • Aspire Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 4 quarters.
  • Aspire Wealth Management's Vanguard Total Bond Market position peaked at $448K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Aspire Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.