Fullen Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Fullen Financial Group’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
2023 Q1	$1.09M	Sell	14,775 -389	-3%	-$28.5K	0.59%	29
2022 Q4	$1.13M	Buy	15,164 +106	+0.7%	+$7.59K	0.64%	27
2022 Q3	$1.06M	Buy	15,058 +124	+0.8%	+$9.28K	0.67%	25
2022 Q2	$1.12M	Buy	14,934 +94	+0.6%	+$7.15K	0.72%	25
2022 Q1	$1.18M	Buy	14,840 +24	+0.2%	+$1.96K	0.69%	27
2021 Q4	$1.26M	Buy	14,816 +70	+0.5%	+$5.96K	0.7%	27
2021 Q3	$1.26M	Buy	14,746 +114	+0.8%	+$9.84K	0.72%	27
2021 Q2	$1.26M	Buy	14,632 +79	+0.5%	+$6.74K	0.74%	28
2021 Q1	$1.23M	Buy	14,553 +45	+0.3%	+$3.88K	0.79%	27
2020 Q4	$1.28M	Buy	14,508 +64	+0.4%	+$5.63K	0.87%	26
2020 Q3	$1.27M	Buy	14,444 +1	+0%	+$89	0.97%	24
2020 Q2	$1.28M	Buy	+14,443	New	+$1.26M	1.06%	24

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fullen Financial Group's BND Position: Q1 2023 in Review

Fullen Financial Group reduced its Vanguard Total Bond Market (BND) stake by 2.6% in Q1 2023, selling an estimated $28.5K and leaving 14,775 shares worth $1.09M. The position accounts for 0.59% of the portfolio, ranked #29.

Fullen Financial Group first reported a position in BND in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2020. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Fullen Financial Group held 14,775 shares of Vanguard Total Bond Market worth $1.09M as of Q1 2023.
Fullen Financial Group sold 389 Vanguard Total Bond Market shares in Q1 2023, an estimated $28.5K.
Vanguard Total Bond Market made up 0.59% of Fullen Financial Group's portfolio in Q1 2023, its #29 holding.
Fullen Financial Group first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's Vanguard Total Bond Market position peaked at $1.28M in Q4 2020.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.