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Institutional & Family Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Institutional & Family Asset Management’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
2023
Q1 		– Sell
-3,124
Closed -$224K – 732
2022
Q4 		$224K Sell
3,124
-4
-0.1% -$287 0.04% 134
2022
Q3 		$223K Sell
3,128
-25
-0.8% -$1.87K 0.04% 130
2022
Q2 		$237K Sell
3,153
-2
-0.1% -$152 0.04% 127
2022
Q1 		$251K Sell
3,155
-51
-2% -$4.17K 0.04% 140
2021
Q4 		$272K Sell
3,206
-534
-14% -$45.5K 0.04% 141
2021
Q3 		$320K Sell
3,740
-290
-7% -$25K 0.05% 145
2021
Q2 		$346K Sell
4,030
-385
-9% -$32.8K 0.06% 139
2021
Q1 		$374K Buy
4,415
+894
+25% +$77.1K 0.07% 140
2020
Q4 		$311K Sell
3,521
-492
-12% -$43.3K 0.07% 140
2020
Q3 		$354K Buy
4,013
+1,119
+39% +$99.2K 0.08% 122
2020
Q2 		$256K Buy
2,894
+534
+23% +$46.7K 0.05% 151
2020
Q1 		$201K Buy
2,360
+49
+2% +$4.16K 0.05% 146
2019
Q4 		$194K Sell
2,311
-1,125
-33% -$94.6K 0.04% 171
2019
Q3 		$290K Buy
3,436
+335
+11% +$28.1K 0.06% 137
2019
Q2 		$258K Buy
+3,101
New +$253K 0.06% 150

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institutional & Family Asset Management's BND Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 3,124 shares — an estimated $224K sold.

Institutional & Family Asset Management first reported a position in BND in Q2 2019 and held it in 15 quarters. The position peaked at $374K in Q1 2021. 1,261 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 3,124 Vanguard Total Bond Market shares in Q1 2023, an estimated $224K.
  • Institutional & Family Asset Management first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 15 quarters.
  • Institutional & Family Asset Management's Vanguard Total Bond Market position peaked at $374K in Q1 2021.
  • 1,261 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.