Madison Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Madison Wealth 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
2023 Q1	–	Sell	-2,920	Closed	-$210K	–	156
2022 Q4	$210K	Sell	2,920 -5,710	-66%	-$409K	0.05%	153
2022 Q3	$616K	Hold	8,630	–	–	0.15%	104
2022 Q2	$649K	Sell	8,630 -25	-0.3%	-$1.9K	0.16%	103
2022 Q1	$688K	Hold	8,655	–	–	0.14%	104
2021 Q4	$734K	Hold	8,655	–	–	0.15%	97
2021 Q3	$740K	Hold	8,655	–	–	0.16%	97
2021 Q2	$743K	Hold	8,655	–	–	0.16%	97
2021 Q1	$733K	Hold	8,655	–	–	0.18%	94
2020 Q4	$763K	Hold	8,655	–	–	0.2%	87
2020 Q3	$764K	Sell	8,655 -300	-3%	-$26.6K	0.23%	77
2020 Q2	$791K	Buy	+8,955	New	+$783K	0.26%	73

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

Madison Wealth Management's BND Position: Q1 2023 in Review

Madison Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 2,920 shares — an estimated $210K sold.

Madison Wealth Management first reported a position in BND in Q2 2020 and held it in 11 quarters. The position peaked at $791K in Q2 2020. 1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Madison Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Madison Wealth Management sold 2,920 Vanguard Total Bond Market shares in Q1 2023, an estimated $210K.
Madison Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 11 quarters.
Madison Wealth Management's Vanguard Total Bond Market position peaked at $791K in Q2 2020.
1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Madison Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.