B. Riley Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

B. Riley 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 Q2	$307	Sell	4,084 -2,932	-42%	-$223K	﹤0.01%	528
2022 Q1	$558K	Buy	7,016 +3,676	+110%	+$300K	0.04%	307
2021 Q4	$283K	Buy	3,340 +20	+0.6%	+$1.7K	0.02%	489
2021 Q3	$284K	Buy	+3,320	New	+$287K	0.02%	471
2020 Q3	–	Sell	-3,438	Closed	-$304K	–	424
2020 Q2	$304K	Sell	3,438 -1,210	-26%	-$106K	0.03%	296
2020 Q1	$396K	Buy	4,648 +361	+8%	+$30.7K	0.04%	304
2019 Q4	$360K	Buy	4,287 +1,796	+72%	+$151K	0.05%	261
2019 Q3	$210K	Sell	2,491 -73	-3%	-$6.12K	0.04%	332
2019 Q2	$213	Buy	+2,564	New	+$209K	0.03%	341
2015 Q3	–	Sell	-1,258	Closed	-$102K	–	210
2015 Q2	$102K	Sell	1,258 -66	-5%	-$5.43K	0.08%	273
2015 Q1	$110K	Hold	1,324	–	–	0.08%	265
2014 Q4	$109K	Sell	1,324 -5	-0.4%	-$412	0.09%	253
2014 Q3	$108K	Hold	1,329	–	–	0.08%	279
2014 Q2	$109K	Hold	1,329	–	–	0.07%	335
2014 Q1	$108K	Buy	+1,329	New	+$108K	0.08%	298

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

B. Riley Wealth Management's BND Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 42% in Q2 2022, selling an estimated $223K and leaving 4,084 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #528.

B. Riley Wealth Management first reported a position in BND in Q1 2014 and has held it in 15 quarters since. The position peaked at $558K in Q1 2022. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

B. Riley Wealth Management held 4,084 shares of Vanguard Total Bond Market worth $307 as of Q2 2022.
B. Riley Wealth Management sold 2,932 Vanguard Total Bond Market shares in Q2 2022, an estimated $223K.
Vanguard Total Bond Market made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #528 holding.
B. Riley Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's Vanguard Total Bond Market position peaked at $558K in Q1 2022.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.