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Compass Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-1,759
Closed -$130K – 411
2023
Q1 		$130K Buy
+1,759
New +$129K 0.04% 172

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Wealth Management's BND Position: Q2 2023 in Review

Compass Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 1,759 shares — an estimated $130K sold.

Compass Wealth Management first reported a position in BND in Q1 2023 and held it in 1 quarter. The position peaked at $130K in Q1 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • Compass Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • Compass Wealth Management sold 1,759 Vanguard Total Bond Market shares in Q2 2023, an estimated $130K.
  • Compass Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 1 quarter.
  • Compass Wealth Management's Vanguard Total Bond Market position peaked at $130K in Q1 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Compass Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.