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Investment Partners’s Vanguard Total Bond Market BND Stock Holding History

Investment 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
Q4 		– Sell
-3,952
Closed -$282K – 153
2022
Q3 		$282K Sell
3,952
-472
-11% -$35.3K 0.08% 206
2022
Q2 		$333K Buy
4,424
+27
+0.6% +$2.06K 0.16% 111
2022
Q1 		$350K Sell
4,397
-19
-0.4% -$1.55K 0.15% 115
2021
Q4 		$374K Buy
4,416
+34
+0.8% +$2.9K 0.15% 113
2021
Q3 		$374K Sell
4,382
-155
-3% -$13.4K 0.17% 107
2021
Q2 		$390K Buy
4,537
+24
+0.5% +$2.05K 0.18% 103
2021
Q1 		$382K Buy
4,513
+374
+9% +$32.3K 0.19% 94
2020
Q4 		$365K Buy
4,139
+35
+0.9% +$3.08K 0.19% 88
2020
Q3 		$362K Buy
4,104
+276
+7% +$24.5K 0.22% 85
2020
Q2 		$338K Buy
3,828
+123
+3% +$10.8K 0.2% 87
2020
Q1 		$316K Buy
3,705
+352
+10% +$29.9K 0.23% 87
2019
Q4 		$281K Buy
3,353
+29
+0.9% +$2.44K 0.19% 117
2019
Q3 		$281K Buy
+3,324
New +$279K 0.21% 107

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

Investment Partners's BND Position: Q4 2022 in Review

Investment Partners sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 3,952 shares — an estimated $282K sold.

Investment Partners first reported a position in BND in Q3 2019 and held it in 13 quarters. The position peaked at $390K in Q2 2021. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Investment Partners reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 3,952 Vanguard Total Bond Market shares in Q4 2022, an estimated $282K.
  • Investment Partners first reported a position in Vanguard Total Bond Market in Q3 2019 and held it in 13 quarters.
  • Investment Partners's Vanguard Total Bond Market position peaked at $390K in Q2 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.