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BDO Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

BDO Wealth Advisors’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
Q2 		$6.42M Sell
88,284
-4,128
-4% -$302K 0.74% 26
2023
Q1 		$6.82M Sell
92,412
-3,365
-4% -$246K 0.84% 23
2022
Q4 		$6.88M Sell
95,777
-10,044
-9% -$719K 0.86% 24
2022
Q3 		$7.55M Sell
105,821
-1,581
-1% -$118K 1% 23
2022
Q2 		$8.08M Sell
107,402
-6,903
-6% -$525K 0.99% 22
2022
Q1 		$9.09M Sell
114,305
-31,475
-22% -$2.57M 0.97% 22
2021
Q4 		$12.4M Sell
145,780
-44,861
-24% -$3.82M 1.31% 16
2021
Q3 		$16.3M Buy
190,641
+6,569
+4% +$567K 1.79% 14
2021
Q2 		$15.8M Buy
184,072
+11,393
+7% +$972K 1.75% 14
2021
Q1 		$14.6M Sell
172,679
-93,921
-35% -$8.1M 1.72% 14
2020
Q4 		$23.5M Sell
266,600
-1,143
-0.4% -$101K 3.31% 8
2020
Q3 		$23.6M Buy
267,743
+12,287
+5% +$1.09M 3.85% 7
2020
Q2 		$22.6M Buy
255,456
+29,328
+13% +$2.56M 3.97% 6
2020
Q1 		$19.3M Sell
226,128
-6,287
-3% -$534K 3.9% 5
2019
Q4 		$19.5M Sell
232,415
-12,702
-5% -$1.07M 5.03% 3
2019
Q3 		$20.7M Buy
245,117
+9,119
+4% +$764K 5.3% 3
2019
Q2 		$19.6M Buy
235,998
+15,432
+7% +$1.26M 5.34% 2
2019
Q1 		$17.9M Buy
220,566
+3,701
+2% +$296K 5.2% 2
2018
Q4 		$17.2M Sell
216,865
-30,185
-12% -$2.36M 5.91% 2
2018
Q3 		$19.4M Sell
247,050
-3,141
-1% -$248K 6.28% 2
2018
Q2 		$19.8M Buy
250,191
+1,265
+0.5% +$100K 6.75% 2
2018
Q1 		$19.9M Sell
248,926
-4,429
-2% -$355K 7.47% 2
2017
Q4 		$20.7M Sell
253,355
-9,886
-4% -$808K 9.28% 1
2017
Q3 		$21.6M Buy
263,241
+5,918
+2% +$485K 10.7% 1
2017
Q2 		$21.1M Buy
+257,323
New +$21M 9.19% 1

Other funds holding BND

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's BND Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 4.5% in Q2 2023, selling an estimated $302K and leaving 88,284 shares worth $6.42M. The position accounts for 0.74% of the portfolio, ranked #26.

BDO Wealth Advisors first reported a position in BND in Q2 2017 and has held it in 25 quarters since. The position peaked at $23.6M in Q3 2020. 1,275 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • BDO Wealth Advisors held 88,284 shares of Vanguard Total Bond Market worth $6.42M as of Q2 2023.
  • BDO Wealth Advisors sold 4,128 Vanguard Total Bond Market shares in Q2 2023, an estimated $302K.
  • Vanguard Total Bond Market made up 0.74% of BDO Wealth Advisors's portfolio in Q2 2023, its #26 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Vanguard Total Bond Market position peaked at $23.6M in Q3 2020.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.