Baldrige Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Baldrige Asset 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
2023 Q1	$2.87M	Buy	38,819 +2,753	+8%	+$201K	1.18%	23
2022 Q4	$2.59M	Buy	36,066 +3,301	+10%	+$236K	1.15%	23
2022 Q3	$2.34M	Sell	32,765 -1,509	-4%	-$113K	1.11%	23
2022 Q2	$2.58M	Buy	34,274 +16,292	+91%	+$1.24M	1.18%	23
2022 Q1	$1.43M	Buy	17,982 +3,674	+26%	+$300K	0.58%	42
2021 Q4	$1.21M	Buy	14,308 +776	+6%	+$66.1K	0.47%	49
2021 Q3	$1.16M	Buy	13,532 +295	+2%	+$25.5K	0.48%	48
2021 Q2	$1.14M	Buy	13,237 +3,441	+35%	+$293K	0.49%	47
2021 Q1	$830K	Buy	9,796 +3,662	+60%	+$316K	0.45%	48
2020 Q4	$541K	Sell	6,134 -64	-1%	-$5.63K	0.32%	54
2020 Q3	$547K	Buy	6,198 +462	+8%	+$41K	0.37%	51
2020 Q2	$507K	Buy	5,736 +177	+3%	+$15.5K	0.38%	48
2020 Q1	$474K	Buy	5,559 +637	+13%	+$54.1K	0.41%	47
2019 Q4	$413K	Hold	4,922	–	–	0.34%	54
2019 Q3	$416K	Buy	4,922 +246	+5%	+$20.6K	0.37%	49
2019 Q2	$388K	Buy	4,676 +46	+1%	+$3.75K	0.36%	51
2019 Q1	$376K	Buy	+4,630	New	+$370K	0.37%	51

Other funds holding BND

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Baldrige Asset Management's BND Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard Total Bond Market (BND) stake by 7.6% in Q1 2023, buying an estimated $201K and bringing the position to 38,819 shares worth $2.87M. The position accounts for 1.18% of the portfolio, ranked #23.

Baldrige Asset Management first reported a position in BND in Q1 2019 and has held it in 17 quarters since. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Baldrige Asset Management held 38,819 shares of Vanguard Total Bond Market worth $2.87M as of Q1 2023.
Baldrige Asset Management bought 2,753 Vanguard Total Bond Market shares in Q1 2023, an estimated $201K.
Vanguard Total Bond Market made up 1.18% of Baldrige Asset Management's portfolio in Q1 2023, its #23 holding.
Baldrige Asset Management first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 17 quarters since.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.