Claraphi Advisory Network’s Vanguard Total Bond Market BND Stock Holding History

Claraphi Advisory Network’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	-7,384	Closed	-$526K	–	165
2022 Q3	$526K	Sell	7,384 -877	-11%	-$65.6K	0.28%	98
2022 Q2	$622K	Buy	8,261 +601	+8%	+$45.7K	0.22%	108
2022 Q1	$609K	Sell	7,660 -597	-7%	-$48.8K	0.18%	123
2021 Q4	$700K	Buy	8,257 +729	+10%	+$62.1K	0.24%	100
2021 Q3	$643K	Buy	7,528 +642	+9%	+$55.4K	0.23%	106
2021 Q2	$591K	Buy	6,886 +395	+6%	+$33.7K	0.18%	130
2021 Q1	$550K	Sell	6,491 -4,023	-38%	-$347K	0.15%	144
2020 Q4	$927K	Buy	10,514 +1,085	+12%	+$95.5K	0.25%	78
2020 Q3	$832K	Sell	9,429 -426	-4%	-$37.8K	0.3%	63
2020 Q2	$871K	Buy	9,855 +833	+9%	+$72.8K	0.37%	53
2020 Q1	$770K	Buy	9,022 +4,890	+118%	+$415K	0.36%	46
2019 Q4	$346K	Sell	4,132 -191	-4%	-$16.1K	0.21%	112
2019 Q3	$364K	Buy	4,323 +715	+20%	+$59.9K	0.22%	107
2019 Q2	$300K	Buy	+3,608	New	+$294K	0.18%	150

Other funds holding BND

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Claraphi Advisory Network's BND Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 7,384 shares — an estimated $526K sold.

Claraphi Advisory Network first reported a position in BND in Q2 2019 and held it in 14 quarters. The position peaked at $927K in Q4 2020. 1,249 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Claraphi Advisory Network reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 7,384 Vanguard Total Bond Market shares in Q4 2022, an estimated $526K.
Claraphi Advisory Network first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 14 quarters.
Claraphi Advisory Network's Vanguard Total Bond Market position peaked at $927K in Q4 2020.
1,249 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.