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Compass Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Compass Financial 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
2023
Q1 		– Sell
-3,548
Closed -$255K – 126
2022
Q4 		$255K Buy
3,548
+6
+0.2% +$430 0.34% 98
2022
Q3 		$253K Buy
3,542
+5
+0.1% +$374 0.38% 90
2022
Q2 		$266K Buy
3,537
+4
+0.1% +$304 0.36% 96
2022
Q1 		$281K Buy
3,533
+2
+0.1% +$163 0.31% 110
2021
Q4 		$299K Buy
+3,531
New +$301K 0.33% 99

Other funds holding BND

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Compass Financial Advisors's BND Position: Q1 2023 in Review

Compass Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 3,548 shares — an estimated $255K sold.

Compass Financial Advisors first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $299K in Q4 2021. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Compass Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 3,548 Vanguard Total Bond Market shares in Q1 2023, an estimated $255K.
  • Compass Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
  • Compass Financial Advisors's Vanguard Total Bond Market position peaked at $299K in Q4 2021.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Compass Financial Advisors's 13F filing for Q1 2023, filed 3 May 2023.