Keystone Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Keystone Wealth 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
2022 Q1	$1.57M	Sell	19,767 -64,406	-77%	-$5.26M	0.73%	13
2021 Q4	$7.13M	Buy	84,173 +59,481	+241%	+$5.07M	3.15%	12
2021 Q3	$2.11M	Sell	24,692 -16,655	-40%	-$1.44M	1.16%	13
2021 Q2	$3.55M	Buy	41,347 +24,679	+148%	+$2.1M	2.12%	10
2021 Q1	$1.41M	Sell	16,668 -2,476	-13%	-$214K	0.95%	12
2020 Q4	$1.69M	Buy	+19,144	New	+$1.68M	1.34%	12

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

Keystone Wealth Partners's BND Position: Q1 2022 in Review

Keystone Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 77% in Q1 2022, selling an estimated $5.26M and leaving 19,767 shares worth $1.57M. The position accounts for 0.73% of the portfolio, ranked #13.

Keystone Wealth Partners first reported a position in BND in Q4 2020 and has held it in 6 quarters since. The position peaked at $7.13M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Keystone Wealth Partners held 19,767 shares of Vanguard Total Bond Market worth $1.57M as of Q1 2022.
Keystone Wealth Partners sold 64,406 Vanguard Total Bond Market shares in Q1 2022, an estimated $5.26M.
Vanguard Total Bond Market made up 0.73% of Keystone Wealth Partners's portfolio in Q1 2022, its #13 holding.
Keystone Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 6 quarters since.
Keystone Wealth Partners's Vanguard Total Bond Market position peaked at $7.13M in Q4 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.