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High Note Wealth’s Vanguard Total Bond Market BND Stock Holding History

High Note Wealth’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
Q2 		– Sell
-3,410
Closed -$288K – 83
2021
Q1 		$288K Buy
+3,410
New +$294K 0.11% 71

Other funds holding BND

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

High Note Wealth's BND Position: Q2 2021 in Review

High Note Wealth sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 3,410 shares — an estimated $288K sold.

High Note Wealth first reported a position in BND in Q1 2021 and held it in 1 quarter. The position peaked at $288K in Q1 2021. 1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

  • High Note Wealth reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
  • High Note Wealth sold 3,410 Vanguard Total Bond Market shares in Q2 2021, an estimated $288K.
  • High Note Wealth first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 1 quarter.
  • High Note Wealth's Vanguard Total Bond Market position peaked at $288K in Q1 2021.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on High Note Wealth's 13F filing for Q2 2021, filed 4 Aug 2021.