Blueprint Investment Partners’s Vanguard Total Bond Market BND Stock Holding History

Blueprint Investment Partners’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	–	Sell	-37,241	Closed	-$2.75M	–	157
2023 Q1	$2.75M	Buy	37,241 +423	+1%	+$31K	0.63%	42
2022 Q4	$2.65M	Hold	36,818	–	–	0.56%	42
2022 Q3	$2.63M	Hold	36,818	–	–	0.72%	30
2022 Q2	$2.77M	Sell	36,818 -2,579	-7%	-$196K	0.75%	28
2022 Q1	$2.86M	Buy	39,397 +4,271	+12%	+$349K	0.74%	37
2021 Q4	$2.98M	Buy	+35,126	New	+$2.99M	0.73%	41

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blueprint Investment Partners's BND Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 37,241 shares — an estimated $2.75M sold.

Blueprint Investment Partners first reported a position in BND in Q4 2021 and held it in 6 quarters. The position peaked at $2.98M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Blueprint Investment Partners reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 37,241 Vanguard Total Bond Market shares in Q2 2023, an estimated $2.75M.
Blueprint Investment Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 6 quarters.
Blueprint Investment Partners's Vanguard Total Bond Market position peaked at $2.98M in Q4 2021.
1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.