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Clarity Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Clarity Wealth Advisors’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
-113,649
Closed -$9.71M – 72
2021
Q3 		$9.71M Sell
113,649
-1,950
-2% -$168K 4.78% 7
2021
Q2 		$9.93M Sell
115,599
-2,094
-2% -$179K 5.15% 5
2021
Q1 		$9.97M Sell
117,693
-996
-0.8% -$85.9K 5.68% 4
2020
Q4 		$10.5M Buy
118,689
+6,757
+6% +$595K 6.34% 4
2020
Q3 		$9.87M Buy
111,932
+25,623
+30% +$2.27M 7.08% 4
2020
Q2 		$7.62M Buy
+86,309
New +$7.55M 6.01% 4

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

Clarity Wealth Advisors's BND Position: Q4 2021 in Review

Clarity Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 113,649 shares — an estimated $9.71M sold.

Clarity Wealth Advisors first reported a position in BND in Q2 2020 and held it in 6 quarters. The position peaked at $10.5M in Q4 2020. 1,243 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Clarity Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • Clarity Wealth Advisors sold 113,649 Vanguard Total Bond Market shares in Q4 2021, an estimated $9.71M.
  • Clarity Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 6 quarters.
  • Clarity Wealth Advisors's Vanguard Total Bond Market position peaked at $10.5M in Q4 2020.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Clarity Wealth Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.