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Clear Perspectives Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-272
Closed -$23K – 215
2021
Q4 		$23K Buy
+272
New +$23.2K 0.01% 139
2021
Q3 		– Sell
-7
Closed -$1K – 213
2021
Q2 		$1K Buy
+7
New +$597 ﹤0.01% 193

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Clear Perspectives Financial Planning's BND Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 272 shares — an estimated $23K sold.

Clear Perspectives Financial Planning first reported a position in BND in Q2 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • Clear Perspectives Financial Planning reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 272 Vanguard Total Bond Market shares in Q1 2022, an estimated $23K.
  • Clear Perspectives Financial Planning first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's Vanguard Total Bond Market position peaked at $23K in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.