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Doliver Advisors’s Vanguard Total Bond Market BND Stock Holding History

Doliver Advisors’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
2021
Q4 		– Sell
-21,386
Closed -$1.83M – 165
2021
Q3 		$1.83M Buy
+21,386
New +$1.85M 0.61% 25
2020
Q4 		– Sell
-9,683
Closed -$854K – 141
2020
Q3 		$854K Sell
9,683
-7,965
-45% -$706K 0.43% 45
2020
Q2 		$1.56M Buy
17,648
+528
+3% +$46.2K 0.7% 26
2020
Q1 		$1.49M Buy
17,120
+2,894
+20% +$246K 0.74% 26
2019
Q4 		$1.19M Buy
14,226
+387
+3% +$32.5K 0.47% 33
2019
Q3 		$1.16M Buy
+13,839
New +$1.16M 0.47% 33

Other funds holding BND

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Doliver Advisors's BND Position: Q4 2021 in Review

Doliver Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 21,386 shares — an estimated $1.83M sold.

Doliver Advisors first reported a position in BND in Q3 2019 and held it in 6 quarters. The position peaked at $1.83M in Q3 2021. 1,243 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Doliver Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • Doliver Advisors sold 21,386 Vanguard Total Bond Market shares in Q4 2021, an estimated $1.83M.
  • Doliver Advisors first reported a position in Vanguard Total Bond Market in Q3 2019 and held it in 6 quarters.
  • Doliver Advisors's Vanguard Total Bond Market position peaked at $1.83M in Q3 2021.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Doliver Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.