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CPWM LLC’s Vanguard Total Bond Market BND Stock Holding History

CPWM LLC’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 		$1.1M Buy
15,410
+10,287
+201% +$770K 0.1% 121
2022
Q2 		$386K Buy
5,123
+2,442
+91% +$186K 0.03% 267
2022
Q1 		$213K Buy
+2,681
New +$219K 0.02% 323

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

CPWM LLC's BND Position: Q3 2022 in Review

CPWM LLC increased its Vanguard Total Bond Market (BND) stake by 201% in Q3 2022, buying an estimated $770K and bringing the position to 15,410 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #121.

CPWM LLC first reported a position in BND in Q1 2022 and has held it in 3 quarters since. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • CPWM LLC held 15,410 shares of Vanguard Total Bond Market worth $1.1M as of Q3 2022.
  • CPWM LLC bought 10,287 Vanguard Total Bond Market shares in Q3 2022, an estimated $770K.
  • Vanguard Total Bond Market made up 0.1% of CPWM LLC's portfolio in Q3 2022, its #121 holding.
  • CPWM LLC first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 3 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.