F.L. Putnam Investment Management’s Vanguard Total Bond Market BND Stock Holding History

F.L. Putnam Investment 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
2022 Q3	–	Sell	-5,727	Closed	-$431K	–	397
2022 Q2	$431K	Buy	5,727 +2,016	+54%	+$153K	0.02%	295
2022 Q1	$295K	Sell	3,711 -3,096	-45%	-$253K	0.01%	344
2021 Q4	$577K	Sell	6,807 -104	-2%	-$8.86K	0.02%	273
2021 Q3	$591K	Sell	6,911 -2,783	-29%	-$240K	0.02%	263
2021 Q2	$833K	Buy	+9,694	New	+$827K	0.03%	235

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

F.L. Putnam Investment Management's BND Position: Q3 2022 in Review

F.L. Putnam Investment Management sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 5,727 shares — an estimated $431K sold.

F.L. Putnam Investment Management first reported a position in BND in Q2 2021 and held it in 5 quarters. The position peaked at $833K in Q2 2021. 1,149 funds tracked by Wall St. Rank hold BND as of Q3 2022.

F.L. Putnam Investment Management reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
F.L. Putnam Investment Management sold 5,727 Vanguard Total Bond Market shares in Q3 2022, an estimated $431K.
F.L. Putnam Investment Management first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 5 quarters.
F.L. Putnam Investment Management's Vanguard Total Bond Market position peaked at $833K in Q2 2021.
1,149 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.