FFA
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Freedman Financial Associates’s Vanguard Total Bond Market BND Stock Holding History

Freedman Financial Associates’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
Q4 		– Sell
-163
Closed -$14K – 465
2021
Q3 		$14K Buy
+163
New +$14.1K 0.01% 320

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Jones Financial Companies
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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 $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freedman Financial Associates's BND Position: Q4 2021 in Review

Freedman Financial Associates sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 163 shares — an estimated $14K sold.

Freedman Financial Associates first reported a position in BND in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Freedman Financial Associates reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 163 Vanguard Total Bond Market shares in Q4 2021, an estimated $14K.
  • Freedman Financial Associates first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 1 quarter.
  • Freedman Financial Associates's Vanguard Total Bond Market position peaked at $14K in Q3 2021.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.