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Cabot-Wellington’s Vanguard Total Bond Market BND Stock Holding History

Cabot-Wellington’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
2021
Q4 		– Sell
-561
Closed -$48K – 13
2021
Q3 		$48K Hold
561
– – 0.02% 16
2021
Q2 		$48K Sell
561
-38
-6% -$3.24K 0.02% 16
2021
Q1 		$51K Sell
599
-68
-10% -$5.86K 0.02% 16
2020
Q4 		$59K Buy
+667
New +$58.7K 0.03% 16

Other funds holding BND

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cabot-Wellington's BND Position: Q4 2021 in Review

Cabot-Wellington sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 561 shares — an estimated $48K sold.

Cabot-Wellington first reported a position in BND in Q4 2020 and held it in 4 quarters. The position peaked at $59K in Q4 2020. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Cabot-Wellington reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • Cabot-Wellington sold 561 Vanguard Total Bond Market shares in Q4 2021, an estimated $48K.
  • Cabot-Wellington first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 4 quarters.
  • Cabot-Wellington's Vanguard Total Bond Market position peaked at $59K in Q4 2020.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Cabot-Wellington's 13F filing for Q4 2021, filed 21 Mar 2023.