CCG Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

CCG Wealth Management’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 Q2	–	Sell	-21,158	Closed	-$1.68M	–	111
2022 Q1	$1.68M	Buy	+21,158	New	+$1.73M	0.82%	23
2020 Q1	–	Sell	-2,828	Closed	-$237K	–	67
2019 Q4	$237K	Hold	2,828	–	–	0.15%	81
2019 Q3	$239K	Hold	2,828	–	–	0.16%	69
2019 Q2	$235K	Hold	2,828	–	–	0.17%	65
2019 Q1	$230K	Sell	2,828 -214	-7%	-$17.1K	0.18%	60
2018 Q4	$241K	Buy	+3,042	New	+$238K	0.23%	55

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CCG Wealth Management's BND Position: Q2 2022 in Review

CCG Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 21,158 shares — an estimated $1.68M sold.

CCG Wealth Management first reported a position in BND in Q4 2018 and held it in 6 quarters. The position peaked at $1.68M in Q1 2022. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

CCG Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
CCG Wealth Management sold 21,158 Vanguard Total Bond Market shares in Q2 2022, an estimated $1.68M.
CCG Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 6 quarters.
CCG Wealth Management's Vanguard Total Bond Market position peaked at $1.68M in Q1 2022.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on CCG Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.