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Grandfield & Dodd’s Vanguard Total Bond Market BND Stock Holding History

Grandfield & Dodd’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
-2,659
Closed -$230K – 209
2021
Q3 		$230K Buy
+2,659
New +$230K 0.02% 191

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grandfield & Dodd's BND Position: Q4 2021 in Review

Grandfield & Dodd sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 2,659 shares — an estimated $230K sold.

Grandfield & Dodd first reported a position in BND in Q3 2021 and held it in 1 quarter. The position peaked at $230K in Q3 2021. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Grandfield & Dodd reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • Grandfield & Dodd sold 2,659 Vanguard Total Bond Market shares in Q4 2021, an estimated $230K.
  • Grandfield & Dodd first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 1 quarter.
  • Grandfield & Dodd's Vanguard Total Bond Market position peaked at $230K in Q3 2021.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Grandfield & Dodd's 13F filing for Q4 2021, filed 8 Feb 2022.