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

Elm 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
2022
Q1 		$1.6M Sell
20,136
-4,399
-18% -$359K 2.16% 15
2021
Q4 		$2.08M Buy
24,535
+4,323
+21% +$368K 1.16% 21
2021
Q3 		$1.73M Buy
20,212
+2,775
+16% +$240K 1.03% 22
2021
Q2 		$1.5M Buy
17,437
+1,694
+11% +$144K 0.88% 25
2021
Q1 		$1.33M Buy
15,743
+3,199
+26% +$276K 0.83% 25
2020
Q4 		$1.11M Buy
12,544
+2,516
+25% +$221K 0.68% 25
2020
Q3 		$885K Buy
10,028
+631
+7% +$55.9K 0.61% 30
2020
Q2 		$830K Buy
9,397
+99
+1% +$8.65K 0.59% 32
2020
Q1 		$794K Sell
9,298
-209
-2% -$17.8K 0.65% 33
2019
Q4 		$797K Buy
9,507
+757
+9% +$63.6K 0.5% 38
2019
Q3 		$739K Buy
8,750
+375
+4% +$31.4K 0.5% 40
2019
Q2 		$696K Buy
8,375
+240
+3% +$19.6K 0.48% 41
2019
Q1 		$660K Buy
8,135
+195
+2% +$15.6K 0.46% 42
2018
Q4 		$629K Buy
7,940
+545
+7% +$42.6K 0.51% 40
2018
Q3 		$582K Buy
7,395
+240
+3% +$19K 0.39% 42
2018
Q2 		$567K Buy
7,155
+185
+3% +$14.6K 0.44% 39
2018
Q1 		$557K Buy
6,970
+130
+2% +$10.4K 0.43% 42
2017
Q4 		$558K Buy
+6,840
New +$559K 0.42% 42

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Elm Advisors's BND Position: Q1 2022 in Review

Elm Advisors reduced its Vanguard Total Bond Market (BND) stake by 18% in Q1 2022, selling an estimated $359K and leaving 20,136 shares worth $1.6M. The position accounts for 2.16% of the portfolio, ranked #15.

Elm Advisors first reported a position in BND in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.08M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • Elm Advisors held 20,136 shares of Vanguard Total Bond Market worth $1.6M as of Q1 2022.
  • Elm Advisors sold 4,399 Vanguard Total Bond Market shares in Q1 2022, an estimated $359K.
  • Vanguard Total Bond Market made up 2.16% of Elm Advisors's portfolio in Q1 2022, its #15 holding.
  • Elm Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 18 quarters since.
  • Elm Advisors's Vanguard Total Bond Market position peaked at $2.08M in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.