Joseph P. Lucia & Associates’s Vanguard Total Bond Market BND Stock Holding History

Joseph P. Lucia & Associates’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	-80	Closed	-$7K	–	172
2021 Q3	$7K	Hold	80	–	–	﹤0.01%	400
2021 Q2	$7K	Hold	80	–	–	﹤0.01%	409
2021 Q1	$7K	Hold	80	–	–	﹤0.01%	389
2020 Q4	$7K	Buy	+80	New	+$7.04K	﹤0.01%	354
2020 Q3	–	Sell	-80	Closed	-$7K	–	122
2020 Q2	$7K	Hold	80	–	–	0.01%	340
2020 Q1	$7K	Hold	80	–	–	0.01%	312
2019 Q4	$7K	Hold	80	–	–	0.01%	334
2019 Q3	$7K	Hold	80	–	–	0.01%	341
2019 Q2	$7K	Sell	80 -6,372	-99%	-$519K	0.01%	334
2019 Q1	$80	Buy	+6,452	New	+$515K	0.01%	274

Other funds holding BND

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Joseph P. Lucia & Associates's BND Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 80 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in BND in Q1 2019 and held it in 10 quarters. The position peaked at $7K in Q3 2021. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 80 Vanguard Total Bond Market shares in Q4 2021, an estimated $7K.
Joseph P. Lucia & Associates first reported a position in Vanguard Total Bond Market in Q1 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's Vanguard Total Bond Market position peaked at $7K in Q3 2021.
1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.