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IAM Advisory’s Vanguard Total Bond Market BND Stock Holding History

IAM Advisory’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
Q3 		– Sell
-5,142
Closed -$442K – 76
2021
Q2 		$442K Buy
+5,142
New +$439K 0.06% 33

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

IAM Advisory's BND Position: Q3 2021 in Review

IAM Advisory sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 5,142 shares — an estimated $442K sold.

IAM Advisory first reported a position in BND in Q2 2021 and held it in 1 quarter. The position peaked at $442K in Q2 2021. 1,111 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • IAM Advisory reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 5,142 Vanguard Total Bond Market shares in Q3 2021, an estimated $442K.
  • IAM Advisory first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Vanguard Total Bond Market position peaked at $442K in Q2 2021.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.