Heritage Wealth Management (Arizona)’s Vanguard Total Bond Market BND Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$1.51M	Buy	20,950 +9,184	+78%	+$658K	0.22%	74
2022 Q3	$839K	Buy	11,766 +285	+2%	+$21.3K	0.27%	63
2022 Q2	$864K	Sell	11,481 -2,748	-19%	-$209K	0.29%	64
2022 Q1	$1.13M	Buy	+14,229	New	+$1.16M	0.31%	65
2021 Q3	$170K	Sell	1,988 -283	-12%	-$24.4K	0.06%	242
2021 Q2	$195K	Buy	+2,271	New	+$194K	0.07%	229

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BND Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Total Bond Market (BND) stake by 78% in Q4 2022, buying an estimated $658K and bringing the position to 20,950 shares worth $1.51M. The position accounts for 0.22% of the portfolio, ranked #74.

Heritage Wealth Management (Arizona) first reported a position in BND in Q2 2021 and has held it in 6 quarters since. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Heritage Wealth Management (Arizona) held 20,950 shares of Vanguard Total Bond Market worth $1.51M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 9,184 Vanguard Total Bond Market shares in Q4 2022, an estimated $658K.
Vanguard Total Bond Market made up 0.22% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #74 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 6 quarters since.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.