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Holistic Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-2,441
Closed -$207K – 119
2021
Q4 		$207K Buy
+2,441
New +$208K 0.12% 107
2018
Q2 		– Sell
-21
Closed -$2K – 76
2018
Q1 		$2K Buy
+21
New +$1.68K ﹤0.01% 420

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Holistic Financial Partners's BND Position: Q1 2022 in Review

Holistic Financial Partners sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 2,441 shares — an estimated $207K sold.

Holistic Financial Partners first reported a position in BND in Q1 2018 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • Holistic Financial Partners reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 2,441 Vanguard Total Bond Market shares in Q1 2022, an estimated $207K.
  • Holistic Financial Partners first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 2 quarters.
  • Holistic Financial Partners's Vanguard Total Bond Market position peaked at $207K in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.