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Atlas Private Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Atlas Private Wealth 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
2021
Q4 		– Sell
-371
Closed -$32K – 217
2021
Q3 		$32K Buy
371
+1
+0.3% +$86 0.02% 284
2021
Q2 		$32K Buy
370
+1
+0.3% +$85 0.02% 286
2021
Q1 		$31K Sell
369
-112
-23% -$9.66K 0.02% 294
2020
Q4 		$42K Buy
481
+183
+61% +$16.1K 0.03% 237
2020
Q3 		$26K Buy
+298
New +$26.4K 0.02% 276

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

Atlas Private Wealth Advisors's BND Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 371 shares — an estimated $32K sold.

Atlas Private Wealth Advisors first reported a position in BND in Q3 2020 and held it in 5 quarters. The position peaked at $42K in Q4 2020. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 371 Vanguard Total Bond Market shares in Q4 2021, an estimated $32K.
  • Atlas Private Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 5 quarters.
  • Atlas Private Wealth Advisors's Vanguard Total Bond Market position peaked at $42K in Q4 2020.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.