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

Integrity 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
2022
Q4 		$662K Sell
9,212
-20,640
-69% -$1.48M 0.61% 30
2022
Q3 		$2.13M Buy
29,852
+23,503
+370% +$1.76M 1.98% 13
2022
Q2 		$478K Sell
6,349
-20,427
-76% -$1.55M 0.47% 39
2022
Q1 		$2.13M Buy
+26,776
New +$2.19M 2.09% 11

Other funds holding BND

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Integrity Advisory's BND Position: Q4 2022 in Review

Integrity Advisory reduced its Vanguard Total Bond Market (BND) stake by 69% in Q4 2022, selling an estimated $1.48M and leaving 9,212 shares worth $662K. The position accounts for 0.61% of the portfolio, ranked #30.

Integrity Advisory first reported a position in BND in Q1 2022 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Integrity Advisory held 9,212 shares of Vanguard Total Bond Market worth $662K as of Q4 2022.
  • Integrity Advisory sold 20,640 Vanguard Total Bond Market shares in Q4 2022, an estimated $1.48M.
  • Vanguard Total Bond Market made up 0.61% of Integrity Advisory's portfolio in Q4 2022, its #30 holding.
  • Integrity Advisory first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 4 quarters since.
  • Integrity Advisory's Vanguard Total Bond Market position peaked at $2.13M in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.