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Gainplan’s Vanguard Total Bond Market BND Stock Holding History

Gainplan’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 		– Sell
-24,394
Closed -$1.75M – 42
2022
Q4 		$1.75M Sell
24,394
-29,004
-54% -$2.08M 4.18% 7
2022
Q3 		$3.81M Buy
53,398
+2,859
+6% +$214K 3.99% 8
2022
Q2 		$3.81M Buy
50,539
+14,415
+40% +$1.1M 2.53% 8
2022
Q1 		$2.87M Sell
36,124
-12,197
-25% -$996K 2.19% 9
2021
Q4 		$4.09M Buy
48,321
+5,869
+14% +$500K 1.77% 8
2021
Q3 		$3.63M Buy
42,452
+8,600
+25% +$742K 1.6% 9
2021
Q2 		$2.91M Buy
33,852
+4,392
+15% +$375K 1.15% 13
2021
Q1 		$2.5M Buy
29,460
+2,581
+10% +$223K 1.11% 10
2020
Q4 		$2.37M Sell
26,879
-1,541
-5% -$136K 1.24% 12
2020
Q3 		$2.51M Buy
28,420
+2,014
+8% +$179K 3.66% 6
2020
Q2 		$2.33M Buy
26,406
+4,566
+21% +$399K 1.52% 9
2020
Q1 		$1.86M Buy
21,840
+997
+5% +$84.7K 2.09% 5
2019
Q4 		$1.75M Buy
+20,843
New +$1.75M 0.92% 11

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 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

Gainplan's BND Position: Q1 2023 in Review

Gainplan sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 24,394 shares — an estimated $1.75M sold.

Gainplan first reported a position in BND in Q4 2019 and held it in 13 quarters. The position peaked at $4.09M in Q4 2021. 1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Gainplan reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Gainplan sold 24,394 Vanguard Total Bond Market shares in Q1 2023, an estimated $1.75M.
  • Gainplan first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 13 quarters.
  • Gainplan's Vanguard Total Bond Market position peaked at $4.09M in Q4 2021.
  • 1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Gainplan's 13F filing for Q1 2023, filed 24 Apr 2023.