Barton Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Barton Investment 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	–	Sell	-16,166	Closed	-$1.29M	–	42
2022 Q1	$1.29M	Buy	16,166 +4,391	+37%	+$359K	0.16%	26
2021 Q4	$998K	Hold	11,775	–	–	0.09%	27
2021 Q3	$1.01M	Buy	+11,775	New	+$1.02M	0.08%	26
2021 Q2	–	Sell	-11,775	Closed	-$998K	–	42
2021 Q1	$998K	Sell	11,775 -200	-2%	-$17.2K	0.09%	27
2020 Q4	$1.06M	Hold	11,975	–	–	0.09%	26
2020 Q3	$1.06M	Buy	+11,975	New	+$1.06M	0.1%	25
2020 Q1	–	Sell	-11,185	Closed	-$938K	–	40
2019 Q4	$938K	Buy	+11,185	New	+$940K	0.15%	25

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

Barton Investment Management's BND Position: Q2 2022 in Review

Barton Investment Management sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 16,166 shares — an estimated $1.29M sold.

Barton Investment Management first reported a position in BND in Q4 2019 and held it in 7 quarters. The position peaked at $1.29M in Q1 2022. 1,189 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Barton Investment Management reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Barton Investment Management sold 16,166 Vanguard Total Bond Market shares in Q2 2022, an estimated $1.29M.
Barton Investment Management first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 7 quarters.
Barton Investment Management's Vanguard Total Bond Market position peaked at $1.29M in Q1 2022.
1,189 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Barton Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.