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HC Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

HC Financial 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
Q2 		$16K Sell
218
-1
-0.5% -$76 0.01% 200
2022
Q1 		$17K Hold
219
– – 0.01% 198
2021
Q4 		$19K Hold
219
– – 0.01% 203
2021
Q3 		$19K Sell
219
-1,463
-87% -$126K 0.01% 195
2021
Q2 		$144K Buy
+1,682
New +$143K 0.08% 93

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's BND Position: Q2 2022 in Review

HC Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.46% in Q2 2022, selling an estimated $76 and leaving 218 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #200.

HC Financial Advisors first reported a position in BND in Q2 2021 and has held it in 5 quarters since. The position peaked at $144K in Q2 2021. 1,189 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • HC Financial Advisors held 218 shares of Vanguard Total Bond Market worth $16K as of Q2 2022.
  • HC Financial Advisors sold 1 Vanguard Total Bond Market share in Q2 2022, an estimated $76.
  • Vanguard Total Bond Market made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #200 holding.
  • HC Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 5 quarters since.
  • HC Financial Advisors's Vanguard Total Bond Market position peaked at $144K in Q2 2021.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.