Cypress Capital Group’s Vanguard Total Bond Market BND Stock Holding History

Cypress Capital 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 Q1	–	Sell	-2,848	Closed	-$205K	–	294
2022 Q4	$205K	Buy	+2,848	New	+$204K	0.03%	282
2019 Q3	–	Sell	-4,792	Closed	-$398K	–	236
2019 Q2	$398K	Sell	4,792 -500	-9%	-$40.7K	0.08%	170
2019 Q1	$430K	Sell	5,292 -375	-7%	-$29.9K	0.09%	159
2018 Q4	$449K	Buy	5,667 +2,800	+98%	+$219K	0.1%	148
2018 Q3	$226K	Sell	2,867 -963	-25%	-$76.1K	0.04%	227
2018 Q2	$304K	Buy	+3,830	New	+$303K	0.06%	203

Other funds holding BND

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cypress Capital Group's BND Position: Q1 2023 in Review

Cypress Capital Group sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 2,848 shares — an estimated $205K sold.

Cypress Capital Group first reported a position in BND in Q2 2018 and held it in 6 quarters. The position peaked at $449K in Q4 2018. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Cypress Capital Group reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Cypress Capital Group sold 2,848 Vanguard Total Bond Market shares in Q1 2023, an estimated $205K.
Cypress Capital Group first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 6 quarters.
Cypress Capital Group's Vanguard Total Bond Market position peaked at $449K in Q4 2018.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Cypress Capital Group's 13F filing for Q1 2023, filed 4 May 2023.