EWM
BND icon

Evergreen Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Evergreen Wealth Management’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
-75,767
Closed -$5.17M – 52
2022
Q4 		$5.17M Buy
+75,767
New +$5.43M 4.75% 5

Other funds holding BND

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evergreen Wealth Management's BND Position: Q1 2023 in Review

Evergreen Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 75,767 shares — an estimated $5.17M sold.

Evergreen Wealth Management first reported a position in BND in Q4 2022 and held it in 1 quarter. The position peaked at $5.17M in Q4 2022. 1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Evergreen Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Evergreen Wealth Management sold 75,767 Vanguard Total Bond Market shares in Q1 2023, an estimated $5.17M.
  • Evergreen Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 1 quarter.
  • Evergreen Wealth Management's Vanguard Total Bond Market position peaked at $5.17M in Q4 2022.
  • 1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Evergreen Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.