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

JBJ 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
2021
Q4 		– Sell
-7,262
Closed -$621K – 64
2021
Q3 		$621K Hold
7,262
– – 0.13% 41
2021
Q2 		$624K Buy
+7,262
New +$619K 0.13% 39

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Jones Financial Companies
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JBJ Investment Partners's BND Position: Q4 2021 in Review

JBJ Investment Partners sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 7,262 shares — an estimated $621K sold.

JBJ Investment Partners first reported a position in BND in Q2 2021 and held it in 2 quarters. The position peaked at $624K in Q2 2021. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • JBJ Investment Partners reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • JBJ Investment Partners sold 7,262 Vanguard Total Bond Market shares in Q4 2021, an estimated $621K.
  • JBJ Investment Partners first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 2 quarters.
  • JBJ Investment Partners's Vanguard Total Bond Market position peaked at $624K in Q2 2021.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.