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

Kings Point 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
2021 Q4	–	Sell	-267	Closed	-$23K	–	639
2021 Q3	$23K	Buy	+267	New	+$23.1K	﹤0.01%	469
2018 Q1	–	Sell	-3,450	Closed	-$281K	–	366
2017 Q4	$281K	Sell	3,450 -2,650	-43%	-$216K	0.06%	129
2017 Q3	$500K	Buy	+6,100	New	+$500K	0.11%	101
2017 Q2	–	Sell	-1,200	Closed	-$97K	–	333
2017 Q1	$97K	Buy	+1,200	New	+$97K	0.02%	177
2015 Q4	–	Sell	-334	Closed	-$27K	–	356
2015 Q3	$27K	Hold	334	–	–	0.01%	276
2015 Q2	$27K	Hold	334	–	–	0.01%	271
2015 Q1	$28K	Buy	+334	New	+$27.8K	0.01%	267
2014 Q3	–	Sell	-297	Closed	-$24K	–	317
2014 Q2	$24K	Buy	+297	New	+$24.3K	0.01%	234

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

Kings Point Capital Management's BND Position: Q4 2021 in Review

Kings Point Capital Management sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 267 shares — an estimated $23K sold.

Kings Point Capital Management first reported a position in BND in Q2 2014 and held it in 8 quarters. The position peaked at $500K in Q3 2017. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

Kings Point Capital Management reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
Kings Point Capital Management sold 267 Vanguard Total Bond Market shares in Q4 2021, an estimated $23K.
Kings Point Capital Management first reported a position in Vanguard Total Bond Market in Q2 2014 and held it in 8 quarters.
Kings Point Capital Management's Vanguard Total Bond Market position peaked at $500K in Q3 2017.
1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Kings Point Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.