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

Other funds holding BND

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 22.96% 1-Year Est. Return

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Financial Partners Group (Kansas)'s BND Position: Q3 2021 in Review

Financial Partners Group (Kansas) sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 2,667 shares — an estimated $229K sold.

Financial Partners Group (Kansas) first reported a position in BND in Q2 2020 and held it in 5 quarters. The position peaked at $6.32M in Q4 2020. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Financial Partners Group (Kansas) reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 2,667 Vanguard Total Bond Market shares in Q3 2021, an estimated $229K.
Financial Partners Group (Kansas) first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 5 quarters.
Financial Partners Group (Kansas)'s Vanguard Total Bond Market position peaked at $6.32M in Q4 2020.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2021, filed 5 Nov 2021.