James Investment Research’s Vanguard Total Bond Market BND Stock Holding History

James Investment Research’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 Q2	–	Sell	-156	Closed	-$12K	–	309
2023 Q1	$12K	Buy	+156	New	+$11.4K	﹤0.01%	469
2017 Q1	–	Sell	-2	Closed	–	–	653
2016 Q4	$0	Sell	2 -2,511	-100%	-$206K	﹤0.01%	554
2016 Q3	$212K	Buy	2,513 +283	+13%	+$23.8K	0.01%	325
2016 Q2	$188K	Sell	2,230 -4,470	-67%	-$371K	﹤0.01%	302
2016 Q1	$555K	Buy	6,700 +2,632	+65%	+$215K	0.01%	235
2015 Q4	$328K	Sell	4,068 -1,589	-28%	-$129K	0.01%	260
2015 Q3	$464K	Buy	5,657 +4,158	+277%	+$339K	0.01%	248
2015 Q2	$122K	Buy	+1,499	New	+$123K	﹤0.01%	321
2015 Q1	–	Hold	0	–	–	–	298
2014 Q4	–	Hold	0	–	–	–	279
2014 Q3	–	Hold	0	–	–	–	256
2014 Q2	–	Hold	0	–	–	–	247
2014 Q1	–	Hold	0	–	–	–	268

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

James Investment Research's BND Position: Q2 2023 in Review

James Investment Research sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 156 shares — an estimated $12K sold.

James Investment Research first reported a position in BND in Q2 2015 and held it in 8 quarters. The position peaked at $555K in Q1 2016. 1,276 funds tracked by Wall St. Rank hold BND as of Q2 2023.

James Investment Research reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 156 Vanguard Total Bond Market shares in Q2 2023, an estimated $12K.
James Investment Research first reported a position in Vanguard Total Bond Market in Q2 2015 and held it in 8 quarters.
James Investment Research's Vanguard Total Bond Market position peaked at $555K in Q1 2016.
1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.