Atwood & Palmer’s Vanguard Total Bond Market BND Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-373	Closed	-$30K	–	398
2022 Q1	$30K	Hold	373	–	–	﹤0.01%	275
2021 Q4	$32K	Hold	373	–	–	﹤0.01%	268
2021 Q3	$32K	Buy	+373	New	+$32.2K	﹤0.01%	260
2017 Q1	–	Sell	-329	Closed	-$27K	–	298
2016 Q4	$27K	Hold	329	–	–	﹤0.01%	208
2016 Q3	$28K	Hold	329	–	–	0.01%	199
2016 Q2	$28K	Hold	329	–	–	0.01%	202
2016 Q1	$27K	Sell	329 -325	-50%	-$26.6K	﹤0.01%	210
2015 Q4	$53K	Hold	654	–	–	0.01%	200
2015 Q3	$54K	Buy	654 +329	+101%	+$26.8K	0.01%	188
2015 Q2	$26K	Hold	325	–	–	﹤0.01%	224
2015 Q1	$27K	Hold	325	–	–	﹤0.01%	218
2014 Q4	$27K	Hold	325	–	–	0.01%	231
2014 Q3	$27K	Buy	+325	New	+$26.7K	0.01%	237

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Atwood & Palmer's BND Position: Q2 2022 in Review

Atwood & Palmer sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 373 shares — an estimated $30K sold.

Atwood & Palmer first reported a position in BND in Q3 2014 and held it in 13 quarters. The position peaked at $54K in Q3 2015. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Atwood & Palmer reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 373 Vanguard Total Bond Market shares in Q2 2022, an estimated $30K.
Atwood & Palmer first reported a position in Vanguard Total Bond Market in Q3 2014 and held it in 13 quarters.
Atwood & Palmer's Vanguard Total Bond Market position peaked at $54K in Q3 2015.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.