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

Lumature 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
2023 Q1	–	Sell	-179	Closed	-$12.9K	–	401
2022 Q4	$12.9K	Sell	179 -641	-78%	-$45.9K	0.01%	292
2022 Q3	$58K	Sell	820 -1,287	-61%	-$96.3K	0.03%	220
2022 Q2	$159K	Sell	2,107 -28,128	-93%	-$2.14M	0.07%	187
2022 Q1	$2.4M	Sell	30,235 -1,073	-3%	-$87.7K	0.97%	16
2021 Q4	$2.65M	Sell	31,308 -1,224	-4%	-$104K	1.03%	17
2021 Q3	$2.78M	Buy	32,532 +1,819	+6%	+$157K	1.14%	14
2021 Q2	$2.64M	Buy	30,713 +2,832	+10%	+$242K	1.09%	17
2021 Q1	$2.36M	Buy	27,881 +14,648	+111%	+$1.26M	1.24%	18
2020 Q4	$1.17M	Buy	+13,233	New	+$1.16M	1.1%	18

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lumature Wealth Partners's BND Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 179 shares — an estimated $12.9K sold.

Lumature Wealth Partners first reported a position in BND in Q4 2020 and held it in 9 quarters. The position peaked at $2.78M in Q3 2021. 1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Lumature Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Lumature Wealth Partners sold 179 Vanguard Total Bond Market shares in Q1 2023, an estimated $12.9K.
Lumature Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 9 quarters.
Lumature Wealth Partners's Vanguard Total Bond Market position peaked at $2.78M in Q3 2021.
1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.