Level Four Financial’s Vanguard Total Bond Market BND Stock Holding History

Level Four Financial’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 Q3	$441K	Buy	5,157 +297	+6%	+$25.6K	0.19%	136
2021 Q2	$417K	Sell	4,860 -253	-5%	-$21.6K	0.18%	159
2021 Q1	$433K	Sell	5,113 -419	-8%	-$36.1K	0.2%	146
2020 Q4	$488K	Buy	+5,532	New	+$487K	0.21%	135

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Level Four Financial's BND Position: Q3 2021 in Review

Level Four Financial increased its Vanguard Total Bond Market (BND) stake by 6.1% in Q3 2021, buying an estimated $25.6K and bringing the position to 5,157 shares worth $441K. The position accounts for 0.19% of the portfolio, ranked #136.

Level Four Financial first reported a position in BND in Q4 2020 and has held it in 4 quarters since. The position peaked at $488K in Q4 2020. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Level Four Financial held 5,157 shares of Vanguard Total Bond Market worth $441K as of Q3 2021.
Level Four Financial bought 297 Vanguard Total Bond Market shares in Q3 2021, an estimated $25.6K.
Vanguard Total Bond Market made up 0.19% of Level Four Financial's portfolio in Q3 2021, its #136 holding.
Level Four Financial first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Vanguard Total Bond Market position peaked at $488K in Q4 2020.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.