LWM Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

LWM Advisory Services’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	-3,093	Closed	-$221K	–	85
2022 Q3	$221K	Buy	+3,093	New	+$231K	0.25%	110
2022 Q2	–	Sell	-3,948	Closed	-$314K	–	110
2022 Q1	$314K	Buy	3,948 +553	+16%	+$45.2K	0.39%	79
2021 Q4	$288K	Buy	+3,395	New	+$289K	0.36%	82

Other funds holding BND

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWM Advisory Services's BND Position: Q4 2022 in Review

LWM Advisory Services sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 3,093 shares — an estimated $221K sold.

LWM Advisory Services first reported a position in BND in Q4 2021 and held it in 3 quarters. The position peaked at $314K in Q1 2022. 1,249 funds tracked by Wall St. Rank hold BND as of Q4 2022.

LWM Advisory Services reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 3,093 Vanguard Total Bond Market shares in Q4 2022, an estimated $221K.
LWM Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 3 quarters.
LWM Advisory Services's Vanguard Total Bond Market position peaked at $314K in Q1 2022.
1,249 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.