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Badgley Phelps Wealth Managers’s Vanguard Total Bond Market BND Stock Holding History

Badgley Phelps Wealth Managers’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 		– Sell
-6,890
Closed -$584K – 215
2021
Q4 		$584K Sell
6,890
-4,400
-39% -$375K 0.02% 154
2021
Q3 		$965K Buy
+11,290
New +$975K 0.04% 135

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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 $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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Badgley Phelps Wealth Managers's BND Position: Q1 2022 in Review

Badgley Phelps Wealth Managers sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 6,890 shares — an estimated $584K sold.

Badgley Phelps Wealth Managers first reported a position in BND in Q3 2021 and held it in 2 quarters. The position peaked at $965K in Q3 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • Badgley Phelps Wealth Managers reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 6,890 Vanguard Total Bond Market shares in Q1 2022, an estimated $584K.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 2 quarters.
  • Badgley Phelps Wealth Managers's Vanguard Total Bond Market position peaked at $965K in Q3 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2022, filed 9 May 2022.