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Blooom Inc’s Vanguard Total Bond Market BND Stock Holding History

Blooom Inc’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
-3,057
Closed -$327K – 42
2022
Q2 		$327K Buy
3,057
+403
+15% +$30.7K 0.56% 30
2022
Q1 		$307K Buy
2,654
+228
+9% +$18.6K 0.25% 34
2021
Q4 		$290K Sell
2,426
-358
-13% -$30.5K 0.22% 35
2021
Q3 		$330K Sell
2,784
-593
-18% -$51.2K 0.27% 35
2021
Q2 		$365K Buy
3,377
+208
+7% +$17.7K 0.27% 35
2021
Q1 		$341K Buy
+3,169
New +$273K 0.27% 35

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blooom Inc's BND Position: Q3 2022 in Review

Blooom Inc sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 3,057 shares — an estimated $327K sold.

Blooom Inc first reported a position in BND in Q1 2021 and held it in 6 quarters. The position peaked at $365K in Q2 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Blooom Inc reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • Blooom Inc sold 3,057 Vanguard Total Bond Market shares in Q3 2022, an estimated $327K.
  • Blooom Inc first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 6 quarters.
  • Blooom Inc's Vanguard Total Bond Market position peaked at $365K in Q2 2021.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.