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Hernani LP’s Vanguard Total Bond Market BND Stock Holding History

Hernani LP’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
-195,100
Closed -$14.4M – 4
2023
Q1 		$14.4M Sell
195,100
-13,150
-6% -$962K 3.22% 6
2022
Q4 		$15M Buy
+208,250
New +$14.9M 3.71% 5
2022
Q3 		– Sell
-367,510
Closed -$27.5M – 5
2022
Q2 		$27.7M Hold
367,510
– – 7.19% 5
2022
Q1 		$29.2M Hold
367,510
– – 6.39% 5
2021
Q4 		$31.1M Buy
+367,510
New +$31.3M 7.1% 4

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Hernani LP's BND Position: Q2 2023 in Review

Hernani LP sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 195,100 shares — an estimated $14.4M sold.

Hernani LP first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $31.1M in Q4 2021. 1,275 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • Hernani LP reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • Hernani LP sold 195,100 Vanguard Total Bond Market shares in Q2 2023, an estimated $14.4M.
  • Hernani LP first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
  • Hernani LP's Vanguard Total Bond Market position peaked at $31.1M in Q4 2021.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Hernani LP's 13F filing for Q2 2023, filed 11 Aug 2023.