Cordasco Financial Network’s Vanguard Total Bond Market BND Stock Holding History

Cordasco Financial Network’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 Q2	$13K	Hold	170	–	–	0.01%	330
2022 Q1	$14K	Hold	170	–	–	0.01%	327
2021 Q4	$14K	Sell	170 -914	-84%	-$77.8K	0.01%	326
2021 Q3	$93K	Hold	1,084	–	–	0.06%	135
2021 Q2	$93K	Hold	1,084	–	–	0.06%	133
2021 Q1	$92K	Hold	1,084	–	–	0.07%	126
2020 Q4	$96K	Hold	1,084	–	–	0.08%	115
2020 Q3	$96K	Buy	+1,084	New	+$96.1K	0.08%	116
2016 Q4	–	Sell	-1,215	Closed	-$102K	–	241
2016 Q3	$102K	Hold	1,215	–	–	0.12%	90
2016 Q2	$102K	Hold	1,215	–	–	0.12%	90
2016 Q1	$101K	Buy	1,215 +910	+298%	+$74.4K	0.11%	93
2015 Q4	$25K	Hold	305	–	–	0.02%	166
2015 Q3	$25K	Hold	305	–	–	0.02%	170
2015 Q2	$25K	Buy	+305	New	+$25.1K	0.02%	175

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 $424B AUM 22.94% 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

Cordasco Financial Network's BND Position: Q2 2022 in Review

Cordasco Financial Network held its Vanguard Total Bond Market (BND) position steady in Q2 2022 at 170 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #330.

Cordasco Financial Network first reported a position in BND in Q2 2015 and has held it in 14 quarters since. The position peaked at $102K in Q3 2016. 1,189 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Cordasco Financial Network held 170 shares of Vanguard Total Bond Market worth $13K as of Q2 2022.
Cordasco Financial Network left its Vanguard Total Bond Market share count unchanged in Q2 2022.
Vanguard Total Bond Market made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #330 holding.
Cordasco Financial Network first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 14 quarters since.
Cordasco Financial Network's Vanguard Total Bond Market position peaked at $102K in Q3 2016.
1,189 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.