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Intelligence Driven Advisers’s Vanguard Total Bond Market BND Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-70,426
Closed -$5.02M – 100
2022
Q3 		$5.02M Sell
70,426
-3,759
-5% -$281K 1.01% 27
2022
Q2 		$5.59M Sell
74,185
-23,237
-24% -$1.77M 1.1% 29
2022
Q1 		$7.6M Buy
97,422
+61,174
+169% +$5M 1.39% 23
2021
Q4 		$3.01M Buy
+36,248
New +$3.09M 0.55% 37

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
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
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

Intelligence Driven Advisers's BND Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 70,426 shares — an estimated $5.02M sold.

Intelligence Driven Advisers first reported a position in BND in Q4 2021 and held it in 4 quarters. The position peaked at $7.6M in Q1 2022. 1,249 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Intelligence Driven Advisers reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Intelligence Driven Advisers sold 70,426 Vanguard Total Bond Market shares in Q4 2022, an estimated $5.02M.
  • Intelligence Driven Advisers first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 4 quarters.
  • Intelligence Driven Advisers's Vanguard Total Bond Market position peaked at $7.6M in Q1 2022.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.