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

Curi 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
2022
Q3 		– Sell
-100
Closed -$8K – 252
2022
Q2 		$8K Buy
+100
New +$7.61K ﹤0.01% 397

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Curi Wealth Management's BND Position: Q3 2022 in Review

Curi Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 100 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in BND in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Curi Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 100 Vanguard Total Bond Market shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Total Bond Market position peaked at $8K in Q2 2022.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.