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Financial Partners Group (Kansas)’s Vanguard Total Bond Market BND Stock Holding History

Financial Partners Group (Kansas)’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
Q3 		– Sell
-2,667
Closed -$229K – 156
2021
Q2 		$229K Sell
2,667
-51,496
-95% -$4.39M 0.06% 135
2021
Q1 		$4.59M Sell
54,163
-18,144
-25% -$1.56M 1.3% 22
2020
Q4 		$6.32M Buy
72,307
+5,246
+8% +$462K 1.89% 17
2020
Q3 		$5.92M Buy
67,061
+16,746
+33% +$1.48M 2.03% 17
2020
Q2 		$4.45M Buy
+50,315
New +$4.4M 1.74% 18

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Jones Financial Companies
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Creative Planning
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LPL Financial
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Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return