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Bison Wealth’s Vanguard Total Bond Market BND Stock Holding History

Bison Wealth’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
Q3 		– Sell
-1,222
Closed -$92K – 260
2022
Q2 		$92K Buy
1,222
+1,093
+847% +$83.2K 0.05% 207
2022
Q1 		$10K Sell
129
-450
-78% -$36.8K 0.01% 330
2021
Q4 		$49K Sell
579
-5,520
-91% -$470K 0.03% 249
2021
Q3 		$521K Hold
6,099
– – 0.24% 106
2021
Q2 		$524K Hold
6,099
– – 0.23% 111
2021
Q1 		$517K Buy
6,099
+1,044
+21% +$90K 0.22% 119
2020
Q4 		$446K Sell
5,055
-55
-1% -$4.84K 0.21% 118
2020
Q3 		$451K Buy
5,110
+133
+3% +$11.8K 0.26% 97
2020
Q2 		$440K Sell
4,977
-4,322
-46% -$378K 0.28% 92
2020
Q1 		$794K Sell
9,299
-17,346
-65% -$1.47M 0.58% 50
2019
Q4 		$2.23M Buy
26,645
+23,668
+795% +$1.99M 1.07% 19
2019
Q3 		$251K Hold
2,977
– – 0.14% 176
2019
Q2 		$247K Hold
2,977
– – 0.14% 175
2019
Q1 		$242K Buy
2,977
+295
+11% +$23.6K 0.15% 173
2018
Q4 		$212K Sell
2,682
-158
-6% -$12.3K 0.15% 179
2018
Q3 		$224K Buy
+2,840
New +$224K 0.15% 189
2018
Q1 		– Sell
-2,780
Closed -$227K – 205
2017
Q4 		$227K Buy
2,780
+9
+0.3% +$735 0.17% 175
2017
Q3 		$227K Buy
2,771
+1
+0% +$82 0.18% 154
2017
Q2 		$227K Buy
2,770
+280
+11% +$22.9K 0.19% 154
2017
Q1 		$202K Buy
+2,490
New +$201K 0.17% 161
2016
Q4 		– Sell
-2,760
Closed -$232K – 187
2016
Q3 		$232K Sell
2,760
-135
-5% -$11.4K 0.2% 147
2016
Q2 		$243K Buy
2,895
+220
+8% +$18.3K 0.15% 160
2016
Q1 		$221K Buy
2,675
+46
+2% +$3.76K 0.14% 166
2015
Q4 		$212K Buy
+2,629
New +$214K 0.12% 200
2015
Q3 		– Sell
-2,673
Closed -$216K – 225
2015
Q2 		$216K Buy
+2,673
New +$220K 0.13% 209

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bison Wealth's BND Position: Q3 2022 in Review

Bison Wealth sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 1,222 shares — an estimated $92K sold.

Bison Wealth first reported a position in BND in Q2 2015 and held it in 25 quarters. The position peaked at $2.23M in Q4 2019. 1,148 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Bison Wealth reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 1,222 Vanguard Total Bond Market shares in Q3 2022, an estimated $92K.
  • Bison Wealth first reported a position in Vanguard Total Bond Market in Q2 2015 and held it in 25 quarters.
  • Bison Wealth's Vanguard Total Bond Market position peaked at $2.23M in Q4 2019.
  • 1,148 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.