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FLC Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

FLC Capital 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
2022
Q2 		– Sell
-5,824
Closed -$463K – 154
2022
Q1 		$463K Hold
5,824
– – 0.13% 110
2021
Q4 		$494K Hold
5,824
– – 0.14% 115
2021
Q3 		$498K Buy
5,824
+2,250
+63% +$194K 0.15% 114
2021
Q2 		$307K Hold
3,574
– – 0.09% 138
2021
Q1 		$303K Hold
3,574
– – 0.09% 136
2020
Q4 		$315K Sell
3,574
-340
-9% -$29.9K 0.1% 113
2020
Q3 		$344K Buy
+3,914
New +$347K 0.13% 106

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FLC Capital Advisors's BND Position: Q2 2022 in Review

FLC Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 5,824 shares — an estimated $463K sold.

FLC Capital Advisors first reported a position in BND in Q3 2020 and held it in 7 quarters. The position peaked at $498K in Q3 2021. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • FLC Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • FLC Capital Advisors sold 5,824 Vanguard Total Bond Market shares in Q2 2022, an estimated $463K.
  • FLC Capital Advisors first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 7 quarters.
  • FLC Capital Advisors's Vanguard Total Bond Market position peaked at $498K in Q3 2021.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on FLC Capital Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.