High Net Worth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-3,056	Closed	-$220K	–	241
2022 Q4	$220K	Buy	3,056 +2,138	+233%	+$153K	0.09%	176
2022 Q3	$65K	Buy	918 +160	+21%	+$12K	0.03%	288
2022 Q2	$57K	Buy	758 +751	+10,729%	+$57.2K	0.02%	302
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	655
2021 Q4	$1K	Buy	+7	New	+$596	﹤0.01%	664

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

High Net Worth Advisory Group's BND Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 3,056 shares — an estimated $220K sold.

High Net Worth Advisory Group first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $220K in Q4 2022. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

High Net Worth Advisory Group reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 3,056 Vanguard Total Bond Market shares in Q1 2023, an estimated $220K.
High Net Worth Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Vanguard Total Bond Market position peaked at $220K in Q4 2022.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.