Karp Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Karp Capital Management’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	-48,714	Closed	-$3.48M	–	10
2022 Q3	$3.48M	Buy	48,714 +39,017	+402%	+$2.92M	0.71%	45
2022 Q2	$730K	Sell	9,697 -27,884	-74%	-$2.12M	0.13%	97
2022 Q1	$2.99M	Sell	37,581 -54,778	-59%	-$4.47M	0.44%	71
2021 Q4	$7.83M	Buy	+92,359	New	+$7.87M	0.98%	39
2019 Q1	–	Sell	-1,035	Closed	-$82K	–	139
2018 Q4	$82K	Buy	+1,035	New	+$80.9K	0.04%	122
2015 Q4	–	Sell	-500	Closed	-$41K	–	119
2015 Q3	$41K	Hold	500	–	–	0.03%	180
2015 Q2	$41K	Hold	500	–	–	0.03%	185
2015 Q1	$42K	Hold	500	–	–	0.03%	182
2014 Q4	$41K	Buy	+500	New	+$41.2K	0.03%	174

Other funds holding BND

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

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 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

Karp Capital Management's BND Position: Q4 2022 in Review

Karp Capital Management sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 48,714 shares — an estimated $3.48M sold.

Karp Capital Management first reported a position in BND in Q4 2014 and held it in 9 quarters. The position peaked at $7.83M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Karp Capital Management reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 48,714 Vanguard Total Bond Market shares in Q4 2022, an estimated $3.48M.
Karp Capital Management first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 9 quarters.
Karp Capital Management's Vanguard Total Bond Market position peaked at $7.83M in Q4 2021.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.