Boyce & Associates Wealth Consulting’s Vanguard Total Bond Market BND Stock Holding History

Boyce & Associates Wealth Consulting’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 Q1	–	Sell	-8,077	Closed	-$580K	–	50
2022 Q4	$580K	Sell	8,077 -422	-5%	-$30.2K	1.11%	17
2022 Q3	$606K	Sell	8,499 -1,113	-12%	-$83.3K	1.25%	19
2022 Q2	$723K	Sell	9,612 -27,618	-74%	-$2.1M	1.31%	18
2022 Q1	$2.96M	Buy	+37,230	New	+$3.04M	4.42%	6

Other funds holding BND

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boyce & Associates Wealth Consulting's BND Position: Q1 2023 in Review

Boyce & Associates Wealth Consulting sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 8,077 shares — an estimated $580K sold.

Boyce & Associates Wealth Consulting first reported a position in BND in Q1 2022 and held it in 4 quarters. The position peaked at $2.96M in Q1 2022. 1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Boyce & Associates Wealth Consulting reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 8,077 Vanguard Total Bond Market shares in Q1 2023, an estimated $580K.
Boyce & Associates Wealth Consulting first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 4 quarters.
Boyce & Associates Wealth Consulting's Vanguard Total Bond Market position peaked at $2.96M in Q1 2022.
1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2023, filed 21 Apr 2023.