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Innova Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Innova Wealth 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
Q2 		– Sell
-3,605
Closed -$287K – 56
2022
Q1 		$287K Hold
3,605
– – 0.21% 51
2021
Q4 		$306K Buy
+3,605
New +$307K 0.22% 54

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

Innova Wealth Partners's BND Position: Q2 2022 in Review

Innova Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 3,605 shares — an estimated $287K sold.

Innova Wealth Partners first reported a position in BND in Q4 2021 and held it in 2 quarters. The position peaked at $306K in Q4 2021. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Innova Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Innova Wealth Partners sold 3,605 Vanguard Total Bond Market shares in Q2 2022, an estimated $287K.
  • Innova Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 2 quarters.
  • Innova Wealth Partners's Vanguard Total Bond Market position peaked at $306K in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Innova Wealth Partners's 13F filing for Q2 2022, filed 11 Jul 2022.