Mangham Associates’s Vanguard Total Bond Market BND Stock Holding History

Mangham Associates’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 Q2	–	Sell	-527	Closed	-$39K	–	17
2023 Q1	$39K	Buy	527 +71	+16%	+$5.2K	0.06%	19
2022 Q4	$32.7K	Buy	456 +4	+0.9%	+$287	0.05%	19
2022 Q3	$32K	Sell	452 -593	-57%	-$44.4K	0.04%	19
2022 Q2	$79K	Buy	+1,045	New	+$79.5K	0.08%	19
2022 Q1	–	Sell	-7,176	Closed	-$609K	–	11
2021 Q4	$609K	Sell	7,176 -576	-7%	-$49.1K	0.4%	8
2021 Q3	$662K	Sell	7,752 -695	-8%	-$60K	0.43%	7
2021 Q2	$726K	Sell	8,447 -3,564	-30%	-$304K	0.46%	6
2021 Q1	$1.01M	Buy	12,011 +2,409	+25%	+$208K	0.98%	4
2020 Q4	$847K	Sell	9,602 -2,950	-24%	-$260K	0.81%	4
2020 Q3	$1.11M	Sell	12,552 -4,511	-26%	-$400K	1.19%	4
2020 Q2	$1.51M	Hold	17,063	–	–	1.61%	4
2020 Q1	$1.46M	Buy	+17,063	New	+$1.45M	1.68%	4

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Mangham Associates's BND Position: Q2 2023 in Review

Mangham Associates sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 527 shares — an estimated $39K sold.

Mangham Associates first reported a position in BND in Q1 2020 and held it in 12 quarters. The position peaked at $1.51M in Q2 2020. 1,275 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Mangham Associates reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Mangham Associates sold 527 Vanguard Total Bond Market shares in Q2 2023, an estimated $39K.
Mangham Associates first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 12 quarters.
Mangham Associates's Vanguard Total Bond Market position peaked at $1.51M in Q2 2020.
1,275 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Mangham Associates's 13F filing for Q2 2023, filed 11 Aug 2023.