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Briaud Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-7,008
Closed -$494K – 25
2022
Q3 		$494K Buy
+7,008
New +$524K 0.44% 12

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Briaud Financial Planning's BND Position: Q4 2022 in Review

Briaud Financial Planning sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 7,008 shares — an estimated $494K sold.

Briaud Financial Planning first reported a position in BND in Q3 2022 and held it in 1 quarter. The position peaked at $494K in Q3 2022. 1,247 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Briaud Financial Planning reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Briaud Financial Planning sold 7,008 Vanguard Total Bond Market shares in Q4 2022, an estimated $494K.
  • Briaud Financial Planning first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 1 quarter.
  • Briaud Financial Planning's Vanguard Total Bond Market position peaked at $494K in Q3 2022.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Briaud Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.