Financial Life Advisors’s Vanguard Total Bond Market BND Stock Holding History

Financial Life 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
2023 Q3	–	Sell	-13,772	Closed	-$1M	–	58
2023 Q2	$1M	Hold	13,772	–	–	0.42%	31
2023 Q1	$1.02M	Hold	13,772	–	–	0.44%	41
2022 Q4	$989K	Buy	+13,772	New	+$986K	0.46%	44
2022 Q3	–	Sell	-2,760	Closed	-$208K	–	70
2022 Q2	$208K	Hold	2,760	–	–	0.1%	49
2022 Q1	$220K	Sell	2,760 -3,682	-57%	-$301K	0.09%	52
2021 Q4	$546K	Hold	6,442	–	–	0.22%	32
2021 Q3	$550K	Hold	6,442	–	–	0.23%	32
2021 Q2	$553K	Hold	6,442	–	–	0.24%	34
2021 Q1	$546K	Sell	6,442 -480	-7%	-$41.4K	0.25%	34
2020 Q4	$610K	Hold	6,922	–	–	0.32%	29
2020 Q3	$610K	Buy	+6,922	New	+$614K	0.32%	29
2020 Q1	–	Sell	-6,833	Closed	-$573K	–	26
2019 Q4	$573K	Hold	6,833	–	–	0.35%	29
2019 Q3	$577K	Sell	6,833 -2,190	-24%	-$184K	0.37%	28
2019 Q2	$750K	Sell	9,023 -144	-2%	-$11.7K	0.5%	25
2019 Q1	$744K	Sell	9,167 -127	-1%	-$10.1K	0.51%	25
2018 Q4	$736K	Sell	9,294 -65	-0.7%	-$5.08K	0.57%	28
2018 Q3	$737K	Buy	9,359 +448	+5%	+$35.4K	0.54%	27
2018 Q2	$706K	Sell	8,911 -14	-0.2%	-$1.11K	0.58%	28
2018 Q1	$712K	Sell	8,925 -1,001	-10%	-$80.1K	0.65%	29
2017 Q4	$810K	Buy	+9,926	New	+$811K	0.65%	29

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Life Advisors's BND Position: Q3 2023 in Review

Financial Life Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 13,772 shares — an estimated $1M sold.

Financial Life Advisors first reported a position in BND in Q4 2017 and held it in 20 quarters. The position peaked at $1.02M in Q1 2023. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

Financial Life Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
Financial Life Advisors sold 13,772 Vanguard Total Bond Market shares in Q3 2023, an estimated $1M.
Financial Life Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 20 quarters.
Financial Life Advisors's Vanguard Total Bond Market position peaked at $1.02M in Q1 2023.
1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Financial Life Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.