Azimuth Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Azimuth Capital 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 Q1	$2.67M	Buy	33,540 +5,881	+21%	+$480K	0.11%	181
2021 Q4	$2.34M	Buy	27,659 +100	+0.4%	+$8.52K	0.09%	187
2021 Q3	$2.35M	Hold	27,559	–	–	0.1%	189
2021 Q2	$2.37M	Sell	27,559 -1,652	-6%	-$141K	0.1%	191
2021 Q1	$2.48M	Buy	29,211 +800	+3%	+$69K	0.12%	186
2020 Q4	$2.51M	Buy	+28,411	New	+$2.5M	0.12%	178

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Azimuth Capital Management's BND Position: Q1 2022 in Review

Azimuth Capital Management increased its Vanguard Total Bond Market (BND) stake by 21% in Q1 2022, buying an estimated $480K and bringing the position to 33,540 shares worth $2.67M. The position accounts for 0.11% of the portfolio, ranked #181.

Azimuth Capital Management first reported a position in BND in Q4 2020 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Azimuth Capital Management held 33,540 shares of Vanguard Total Bond Market worth $2.67M as of Q1 2022.
Azimuth Capital Management bought 5,881 Vanguard Total Bond Market shares in Q1 2022, an estimated $480K.
Vanguard Total Bond Market made up 0.11% of Azimuth Capital Management's portfolio in Q1 2022, its #181 holding.
Azimuth Capital Management first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 6 quarters since.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.