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Avalon Investment & Advisory’s Vanguard Total Bond Market BND Stock Holding History

Avalon Investment & Advisory’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 		$219K Buy
+2,968
New +$217K 0.01% 302
2022
Q2 		– Sell
-2,696
Closed -$214K – 316
2022
Q1 		$214K Buy
+2,696
New +$220K 0.01% 305

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
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
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

Avalon Investment & Advisory's BND Position: Q1 2023 in Review

Avalon Investment & Advisory opened a new position in Vanguard Total Bond Market (BND) in Q1 2023: 2,968 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Avalon Investment & Advisory previously reported a position in BND as recently as Q1 2022.

Avalon Investment & Advisory first reported a position in BND in Q1 2022 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Avalon Investment & Advisory held 2,968 shares of Vanguard Total Bond Market worth $219K as of Q1 2023.
  • Vanguard Total Bond Market was a new Avalon Investment & Advisory position in Q1 2023.
  • Vanguard Total Bond Market made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #302 holding.
  • Avalon Investment & Advisory first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 2 quarters since.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.