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Clear Perspective Advisors’s Vanguard Total Bond Market BND Stock Holding History

Clear Perspective 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 		$2.87M Sell
33,851
-135
-0.4% -$11.5K 0.87% 21
2021
Q3 		$2.9M Sell
33,986
-290
-0.8% -$25K 0.99% 20
2021
Q2 		$2.94M Sell
34,276
-558
-2% -$47.6K 1.02% 21
2021
Q1 		$2.95M Sell
34,834
-1,006
-3% -$86.8K 1.15% 18
2020
Q4 		$3.16M Buy
35,840
+4,121
+13% +$363K 1.29% 18
2020
Q3 		$409 Buy
31,719
+1,155
+4% +$102K 0.19% 85
2020
Q2 		$2.7M Buy
30,564
+153
+0.5% +$13.4K 1.47% 14
2020
Q1 		$2.6M Sell
30,411
-4,295
-12% -$365K 1.73% 12
2019
Q4 		$2.91M Sell
34,706
-59,661
-63% -$5.02M 1.8% 12
2019
Q3 		$7.91M Buy
94,367
+49,017
+108% +$4.11M 3.58% 5
2019
Q2 		$3.77M Buy
45,350
+5,349
+13% +$436K 2.42% 6
2019
Q1 		$3.25M Buy
40,001
+10,650
+36% +$851K 2.3% 7
2018
Q4 		$2.33M Sell
29,351
-16,668
-36% -$1.3M 1.93% 11
2018
Q3 		$3.62M Buy
46,019
+742
+2% +$58.7K 2.68% 4
2018
Q2 		$3.58M Buy
45,277
+2,080
+5% +$164K 2.51% 3
2018
Q1 		$3.45M Sell
43,197
-6,427
-13% -$514K 2.58% 4
2017
Q4 		$4.05M Buy
49,624
+2,748
+6% +$224K 3.09% 4
2017
Q3 		$3.84M Sell
46,876
-280
-0.6% -$23K 3.14% 4
2017
Q2 		$3.86M Buy
47,156
+6,361
+16% +$519K 3.24% 4
2017
Q1 		$3.31M Buy
40,795
+6,380
+19% +$516K 2.19% 7
2016
Q4 		$2.78M Buy
+34,415
New +$2.82M 1.84% 8

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

Clear Perspective Advisors's BND Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.4% in Q4 2021, selling an estimated $11.5K and leaving 33,851 shares worth $2.87M. The position accounts for 0.87% of the portfolio, ranked #21.

Clear Perspective Advisors first reported a position in BND in Q4 2016 and has held it in 21 quarters since. The position peaked at $7.91M in Q3 2019. 1,243 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Clear Perspective Advisors held 33,851 shares of Vanguard Total Bond Market worth $2.87M as of Q4 2021.
  • Clear Perspective Advisors sold 135 Vanguard Total Bond Market shares in Q4 2021, an estimated $11.5K.
  • Vanguard Total Bond Market made up 0.87% of Clear Perspective Advisors's portfolio in Q4 2021, its #21 holding.
  • Clear Perspective Advisors first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 21 quarters since.
  • Clear Perspective Advisors's Vanguard Total Bond Market position peaked at $7.91M in Q3 2019.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.