Investors Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-14,777	Closed	-$1.25M	–	23
2021 Q4	$1.25M	Buy	14,777 +1,364	+10%	+$116K	0.58%	48
2021 Q3	$1.15M	Sell	13,413 -936	-7%	-$80.8K	0.61%	40
2021 Q2	$1.23M	Buy	14,349 +3,198	+29%	+$273K	0.66%	33
2021 Q1	$945K	Sell	11,151 -1,503	-12%	-$130K	0.55%	49
2020 Q4	$1.12M	Buy	12,654 +1,287	+11%	+$113K	0.74%	33
2020 Q3	$1M	Sell	11,367 -88	-0.8%	-$7.8K	0.75%	29
2020 Q2	$1.01M	Sell	11,455 -17	-0.1%	-$1.49K	0.83%	31
2020 Q1	$979K	Sell	11,472 -2,888	-20%	-$245K	0.99%	29
2019 Q4	$1.2M	Buy	+14,360	New	+$1.21M	0.98%	27

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Investors Financial Group's BND Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 14,777 shares — an estimated $1.25M sold.

Investors Financial Group first reported a position in BND in Q4 2019 and held it in 9 quarters. The position peaked at $1.25M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Investors Financial Group reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 14,777 Vanguard Total Bond Market shares in Q1 2022, an estimated $1.25M.
Investors Financial Group first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Vanguard Total Bond Market position peaked at $1.25M in Q4 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.