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

Gradient 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 Q1	–	Sell	-2,467	Closed	-$209K	–	127
2021 Q4	$209K	Hold	2,467	–	–	0.09%	117
2021 Q3	$211K	Hold	2,467	–	–	0.1%	115
2021 Q2	$212K	Buy	2,467 +102	+4%	+$8.7K	0.1%	113
2021 Q1	$200K	Sell	2,365 -140	-6%	-$12.1K	0.11%	106
2020 Q4	$221K	Sell	2,505 -140	-5%	-$12.3K	0.13%	97
2020 Q3	$233K	Hold	2,645	–	–	0.15%	93
2020 Q2	$234K	Hold	2,645	–	–	0.16%	90
2020 Q1	$226K	Sell	2,645 -460	-15%	-$39.1K	0.18%	85
2019 Q4	$260K	Hold	3,105	–	–	0.18%	82
2019 Q3	$262K	Hold	3,105	–	–	0.2%	80
2019 Q2	$258K	Sell	3,105 -182	-6%	-$14.8K	0.2%	81
2019 Q1	$267K	Hold	3,287	–	–	0.21%	77
2018 Q4	$260K	Hold	3,287	–	–	0.22%	74
2018 Q3	$259K	Hold	3,287	–	–	0.22%	78
2018 Q2	$260K	Sell	3,287 -129	-4%	-$10.2K	0.24%	71
2018 Q1	$273K	Hold	3,416	–	–	0.27%	64
2017 Q4	$279K	Buy	+3,416	New	+$279K	0.29%	64

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Gradient Capital Advisors's BND Position: Q1 2022 in Review

Gradient Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 2,467 shares — an estimated $209K sold.

Gradient Capital Advisors first reported a position in BND in Q4 2017 and held it in 17 quarters. The position peaked at $279K in Q4 2017. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Gradient Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Gradient Capital Advisors sold 2,467 Vanguard Total Bond Market shares in Q1 2022, an estimated $209K.
Gradient Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 17 quarters.
Gradient Capital Advisors's Vanguard Total Bond Market position peaked at $279K in Q4 2017.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Gradient Capital Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.