Beacon Financial Advisory’s Vanguard Total Bond Market BND Stock Holding History

Beacon Financial Advisory’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	-25,828	Closed	-$2.19M	–	240
2021 Q4	$2.19M	Buy	25,828 +2,431	+10%	+$207K	1.01%	22
2021 Q3	$2M	Buy	23,397 +1,415	+6%	+$122K	1.04%	22
2021 Q2	$1.89M	Buy	21,982 +2,804	+15%	+$239K	1.01%	23
2021 Q1	$1.63M	Buy	19,178 +2,631	+16%	+$227K	0.93%	23
2020 Q4	$1.46M	Buy	16,547 +1,412	+9%	+$124K	0.95%	28
2020 Q3	$1.33M	Buy	15,135 +188	+1%	+$16.7K	1.16%	20
2020 Q2	$1.32M	Buy	14,947 +2,062	+16%	+$180K	1.44%	18
2020 Q1	$1.1M	Buy	12,885 +1,087	+9%	+$92.3K	1.4%	19
2019 Q4	$989K	Buy	+11,798	New	+$992K	0.85%	34

Other funds holding BND

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Beacon Financial Advisory's BND Position: Q1 2022 in Review

Beacon Financial Advisory sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 25,828 shares — an estimated $2.19M sold.

Beacon Financial Advisory first reported a position in BND in Q4 2019 and held it in 9 quarters. The position peaked at $2.19M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Beacon Financial Advisory reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Beacon Financial Advisory sold 25,828 Vanguard Total Bond Market shares in Q1 2022, an estimated $2.19M.
Beacon Financial Advisory first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 9 quarters.
Beacon Financial Advisory's Vanguard Total Bond Market position peaked at $2.19M in Q4 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Beacon Financial Advisory's 13F filing for Q1 2022, filed 27 Apr 2022.