Colonial River Investments’s Vanguard Total Bond Market BND Stock Holding History

Colonial River Investments’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 Q3	–	Sell	-3,078	Closed	-$232K	–	176
2022 Q2	$232K	Buy	3,078 +293	+11%	+$22.3K	0.15%	160
2022 Q1	$221K	Sell	2,785 -613	-18%	-$50.1K	0.13%	189
2021 Q4	$288K	Buy	+3,398	New	+$289K	0.16%	165
2021 Q3	–	Sell	-4,018	Closed	-$345K	–	81
2021 Q2	$345K	Buy	4,018 +1,212	+43%	+$103K	0.25%	104
2021 Q1	$238K	Sell	2,806 -835	-23%	-$72K	0.19%	125
2020 Q4	$316	Buy	+3,641	New	+$320K	0.14%	98

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

Colonial River Investments's BND Position: Q3 2022 in Review

Colonial River Investments sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 3,078 shares — an estimated $232K sold.

Colonial River Investments first reported a position in BND in Q4 2020 and held it in 6 quarters. The position peaked at $345K in Q2 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

Colonial River Investments reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
Colonial River Investments sold 3,078 Vanguard Total Bond Market shares in Q3 2022, an estimated $232K.
Colonial River Investments first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 6 quarters.
Colonial River Investments's Vanguard Total Bond Market position peaked at $345K in Q2 2021.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Colonial River Investments's 13F filing for Q3 2022, filed 14 Nov 2022.