Grand Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Grand Wealth Management’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 Q2	–	Sell	-17,304	Closed	-$1.28M	–	74
2023 Q1	$1.28M	Sell	17,304 -9,207	-35%	-$674K	0.77%	20
2022 Q4	$1.9M	Sell	26,511 -294,085	-92%	-$21.1M	1.18%	18
2022 Q3	$22.9M	Sell	320,596 -20,479	-6%	-$1.53M	12.02%	2
2022 Q2	$25.7M	Sell	341,075 -32,774	-9%	-$2.49M	13.05%	2
2022 Q1	$29.7M	Buy	373,849 +2,716	+0.7%	+$222K	13.9%	2
2021 Q4	$31.5M	Buy	+371,133	New	+$31.6M	14.1%	2

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Grand Wealth Management's BND Position: Q2 2023 in Review

Grand Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 17,304 shares — an estimated $1.28M sold.

Grand Wealth Management first reported a position in BND in Q4 2021 and held it in 6 quarters. The position peaked at $31.5M in Q4 2021. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Grand Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Grand Wealth Management sold 17,304 Vanguard Total Bond Market shares in Q2 2023, an estimated $1.28M.
Grand Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 6 quarters.
Grand Wealth Management's Vanguard Total Bond Market position peaked at $31.5M in Q4 2021.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Grand Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.