Cutler Group’s Vanguard Total Bond Market BND Stock Holding History

Cutler Group’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 Q4	–	Sell	-900	Closed	-$1K	–	3633
2023 Q3	$1K	Buy	+900	New	+$64.3K	﹤0.01%	3428
2023 Q1	–	Sell	-1,600	Closed	-$3K	–	3831
2022 Q4	$3K	Buy	+1,600	New	+$115K	﹤0.01%	3431
2022 Q3	–	Sell	-2,000	Closed	-$6K	–	4922
2022 Q2	$6K	Buy	2,000 +700	+54%	+$53.3K	﹤0.01%	3554
2022 Q1	$7K	Buy	+1,300	New	+$106K	﹤0.01%	3855
2021 Q3	–	Sell	-4,800	Closed	-$3K	–	5719
2021 Q2	$3K	Buy	4,800 +1,200	+33%	+$102K	﹤0.01%	4725
2021 Q1	$7K	Buy	+3,600	New	+$310K	﹤0.01%	4080
2020 Q4	–	Sell	-9,800	Closed	-$9K	–	4810
2020 Q3	$9K	Buy	9,800 +1,500	+18%	+$133K	﹤0.01%	3046
2020 Q2	$6K	Buy	8,300 +6,500	+361%	+$568K	﹤0.01%	3168
2020 Q1	$3K	Buy	+1,800	New	+$153K	﹤0.01%	3284
2017 Q1	–	Sell	-1,300	Closed	-$1K	–	6381
2016 Q4	$1K	Buy	+1,300	New	+$106K	﹤0.01%	5894

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cutler Group's BND Position: Q3 2021 in Review

Cutler Group sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 800 shares — an estimated $69.1K sold.

Cutler Group first reported a position in BND in Q1 2016 and held it in 9 quarters. The position peaked at $687K in Q4 2020. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Cutler Group reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
Cutler Group sold 800 Vanguard Total Bond Market shares in Q3 2021, an estimated $69.1K.
Cutler Group first reported a position in Vanguard Total Bond Market in Q1 2016 and held it in 9 quarters.
Cutler Group's Vanguard Total Bond Market position peaked at $687K in Q4 2020.
1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Cutler Group's 13F filing for Q3 2021, filed 26 Oct 2021.