Hayden Royal’s Vanguard Total Bond Market BND Stock Holding History

Hayden Royal’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	$194K	Buy	+2,285	New	+$195K	0.45%	78
2021 Q3	–	Sell	-2,655	Closed	-$228K	–	100
2021 Q2	$228K	Hold	2,655	–	–	0.13%	169
2021 Q1	$225K	Buy	+2,655	New	+$229K	0.13%	167
2020 Q4	–	Sell	-11,408	Closed	-$1.01M	–	477
2020 Q3	$1.01M	Buy	11,408 +932	+9%	+$82.6K	0.54%	46
2020 Q2	$925K	Buy	10,476 +311	+3%	+$27.2K	0.52%	45
2020 Q1	$868K	Buy	10,165 +5,256	+107%	+$447K	0.51%	48
2019 Q4	$419K	Buy	4,909 +130	+3%	+$10.9K	0.21%	113
2019 Q3	$403K	Buy	4,779 +878	+23%	+$73.6K	0.35%	95
2019 Q2	$322K	Buy	+3,901	New	+$318K	0.34%	95

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Hayden Royal's BND Position: Q4 2021 in Review

Hayden Royal opened a new position in Vanguard Total Bond Market (BND) in Q4 2021: 2,285 shares worth $194K. The stake represents 0.45% of the portfolio and ranks #78 among its holdings. This is a return to the name: Hayden Royal previously reported a position in BND as recently as Q2 2021.

Hayden Royal first reported a position in BND in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2020. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

Hayden Royal held 2,285 shares of Vanguard Total Bond Market worth $194K as of Q4 2021.
Vanguard Total Bond Market was a new Hayden Royal position in Q4 2021.
Vanguard Total Bond Market made up 0.45% of Hayden Royal's portfolio in Q4 2021, its #78 holding.
Hayden Royal first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 9 quarters since.
Hayden Royal's Vanguard Total Bond Market position peaked at $1.01M in Q3 2020.
1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.