BPB
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Badgley, Phelps & Bell’s Vanguard Total Bond Market BND Stock Holding History

Badgley, Phelps & Bell’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
Q2 		$249K Buy
2,899
+452
+18% +$38.6K 0.01% 199
2021
Q1 		$207K Buy
+2,447
New +$211K 0.01% 210

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Badgley, Phelps & Bell's BND Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Vanguard Total Bond Market (BND) stake by 18% in Q2 2021, buying an estimated $38.6K and bringing the position to 2,899 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #199.

Badgley, Phelps & Bell first reported a position in BND in Q1 2021 and has held it in 2 quarters since. 1,096 funds tracked by Wall St. Rank hold BND as of Q2 2021.

  • Badgley, Phelps & Bell held 2,899 shares of Vanguard Total Bond Market worth $249K as of Q2 2021.
  • Badgley, Phelps & Bell bought 452 Vanguard Total Bond Market shares in Q2 2021, an estimated $38.6K.
  • Vanguard Total Bond Market made up 0.01% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #199 holding.
  • Badgley, Phelps & Bell first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 2 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.