FFA
BND icon

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

Other funds holding BND

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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. 1,243 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.
  • 1,243 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.