IFG Advisors’s Vanguard Total Bond Market BND Stock Holding History

IFG Advisors’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 Q3	–	Sell	-3,384	Closed	-$255K	–	108
2022 Q2	$255K	Sell	3,384 -100	-3%	-$7.61K	0.13%	87
2022 Q1	$277K	Buy	3,484 +608	+21%	+$49.7K	0.12%	90
2021 Q4	$244K	Sell	2,876 -961	-25%	-$81.8K	0.1%	93
2021 Q3	$328K	Buy	3,837 +261	+7%	+$22.5K	0.15%	78
2021 Q2	$307K	Buy	3,576 +412	+13%	+$35.1K	0.15%	80
2021 Q1	$268K	Buy	3,164 +84	+3%	+$7.24K	0.15%	78
2020 Q4	$272K	Sell	3,080 -52	-2%	-$4.58K	0.17%	72
2020 Q3	$277K	Buy	3,132 +438	+16%	+$38.8K	0.2%	69
2020 Q2	$238K	Sell	2,694 -11	-0.4%	-$962	0.19%	74
2020 Q1	$231K	Buy	+2,705	New	+$230K	0.23%	68

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

IFG Advisors's BND Position: Q3 2022 in Review

IFG Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 3,384 shares — an estimated $255K sold.

IFG Advisors first reported a position in BND in Q1 2020 and held it in 10 quarters. The position peaked at $328K in Q3 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

IFG Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
IFG Advisors sold 3,384 Vanguard Total Bond Market shares in Q3 2022, an estimated $255K.
IFG Advisors first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 10 quarters.
IFG Advisors's Vanguard Total Bond Market position peaked at $328K in Q3 2021.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on IFG Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.