DOA
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D'Orazio & Associates’s Vanguard Total Bond Market BND Stock Holding History

D'Orazio & Associates’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
-423
Closed -$36K – 176
2021
Q3 		$36K Sell
423
-3,648
-90% -$315K 0.01% 252
2021
Q2 		$350K Sell
4,071
-266
-6% -$22.7K 0.09% 60
2021
Q1 		$367K Hold
4,337
– – 0.1% 56
2020
Q4 		$382K Buy
4,337
+2
+0% +$176 0.12% 48
2020
Q3 		$382K Buy
4,335
+1
+0% +$89 0.15% 43
2020
Q2 		$383K Buy
4,334
+2
+0% +$175 0.17% 38
2020
Q1 		$370K Buy
4,332
+146
+3% +$12.4K 0.18% 36
2019
Q4 		$351K Buy
4,186
+2,501
+148% +$210K 0.1% 48
2019
Q3 		$142K Buy
1,685
+377
+29% +$31.6K 0.05% 83
2019
Q2 		$109K Buy
1,308
+2
+0.2% +$163 0.03% 98
2019
Q1 		$106K Buy
1,306
+15
+1% +$1.2K 0.03% 97
2018
Q4 		$102K Buy
1,291
+1,152
+829% +$90K 0.03% 85
2018
Q3 		$11K Buy
+139
New +$11K ﹤0.01% 208

Other funds holding BND

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

D'Orazio & Associates's BND Position: Q4 2021 in Review

D'Orazio & Associates sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 423 shares — an estimated $36K sold.

D'Orazio & Associates first reported a position in BND in Q3 2018 and held it in 13 quarters. The position peaked at $383K in Q2 2020. 1,241 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • D'Orazio & Associates reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 423 Vanguard Total Bond Market shares in Q4 2021, an estimated $36K.
  • D'Orazio & Associates first reported a position in Vanguard Total Bond Market in Q3 2018 and held it in 13 quarters.
  • D'Orazio & Associates's Vanguard Total Bond Market position peaked at $383K in Q2 2020.
  • 1,241 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.