Cascadia Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Cascadia Advisory Services’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 Q3	$411K	Buy	4,806 +798	+20%	+$68.9K	0.08%	195
2021 Q2	$344K	Buy	4,008 +225	+6%	+$19.2K	0.07%	193
2021 Q1	$320K	Buy	+3,783	New	+$326K	0.07%	195
2020 Q3	$267K	Buy	3,022 +106	+4%	+$9.4K	0.07%	190
2020 Q2	$258K	Buy	+2,916	New	+$255K	0.08%	151
2019 Q4	$295K	Buy	+3,514	New	+$295K	0.08%	175

Other funds holding BND

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Cascadia Advisory Services's BND Position: Q3 2021 in Review

Cascadia Advisory Services increased its Vanguard Total Bond Market (BND) stake by 20% in Q3 2021, buying an estimated $68.9K and bringing the position to 4,806 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #195.

Cascadia Advisory Services first reported a position in BND in Q4 2019 and has held it in 6 quarters since. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Cascadia Advisory Services held 4,806 shares of Vanguard Total Bond Market worth $411K as of Q3 2021.
Cascadia Advisory Services bought 798 Vanguard Total Bond Market shares in Q3 2021, an estimated $68.9K.
Vanguard Total Bond Market made up 0.08% of Cascadia Advisory Services's portfolio in Q3 2021, its #195 holding.
Cascadia Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 6 quarters since.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.