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Mariner Independent Advisor Network’s Vanguard Total Bond Market BND Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$7.16M Sell
100,438
-12,023
-11% -$900K 0.31% 71
2022
Q2 		$8.46M Sell
112,461
-3,314
-3% -$252K 0.36% 70
2022
Q1 		$9.15M Sell
115,775
-7,070
-6% -$578K 0.35% 71
2021
Q4 		$10.4M Buy
122,845
+31,526
+35% +$2.69M 0.49% 45
2021
Q3 		$7.79M Buy
91,319
+13,771
+18% +$1.19M 0.38% 58
2021
Q2 		$6.65M Buy
77,548
+24,546
+46% +$2.09M 0.3% 76
2021
Q1 		$4.48M Sell
53,002
-27,733
-34% -$2.39M 0.23% 110
2020
Q4 		$7.12M Buy
80,735
+43,541
+117% +$3.83M 0.38% 61
2020
Q3 		$3.28M Buy
37,194
+4,563
+14% +$405K 0.27% 98
2020
Q2 		$2.88M Sell
32,631
-33,724
-51% -$2.95M 0.27% 98
2020
Q1 		$5.68M Buy
66,355
+7,104
+12% +$604K 0.51% 50
2019
Q4 		$4.97M Sell
59,251
-2,884
-5% -$242K 0.36% 74
2019
Q3 		$5.24M Buy
62,135
+6,599
+12% +$553K 0.4% 64
2019
Q2 		$4.6M Sell
55,536
-8,290
-13% -$675K 0.35% 76
2019
Q1 		$5.15M Buy
63,826
+1,051
+2% +$83.9K 0.44% 57
2018
Q4 		$4.98M Buy
+62,775
New +$4.91M 0.44% 54
2018
Q2 		– Sell
-236,138
Closed -$18.9M – 161
2018
Q1 		$18.9M Sell
236,138
-30,337
-11% -$2.43M 1.16% 24
2017
Q4 		$21.6M Buy
266,475
+20,220
+8% +$1.65M 2.26% 7
2017
Q3 		$20.2M Buy
246,255
+71,516
+41% +$5.87M 3.28% 8
2017
Q2 		$14.3M Buy
+174,739
New +$14.3M 2.05% 9
2017
Q1 		– Sell
-182,960
Closed -$14.8M – 262
2016
Q4 		$14.8M Sell
182,960
-80,580
-31% -$6.6M 2.4% 7
2016
Q3 		$22.2M Buy
263,540
+191,229
+264% +$16.1M 3.16% 5
2016
Q2 		$6.1M Sell
72,311
-44,613
-38% -$3.71M 1.15% 22
2016
Q1 		$9.64M Buy
+116,924
New +$9.57M 3.08% 4
2015
Q4 		– Sell
-109,078
Closed -$8.94M – 80
2015
Q3 		$8.94M Buy
109,078
+43,533
+66% +$3.55M 3.43% 4
2015
Q2 		$5.33M Buy
65,545
+1,888
+3% +$155K 2.61% 10
2015
Q1 		$5.31M Sell
63,657
-1,263
-2% -$105K 2.96% 10
2014
Q4 		$5.35M Buy
64,920
+57,274
+749% +$4.72M 2.48% 9
2014
Q3 		$626K Hold
7,646
– – 0.33% 50
2014
Q2 		$629K Buy
+7,646
New +$625K 0.31% 58

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Independent Advisor Network's BND Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Vanguard Total Bond Market (BND) stake by 11% in Q3 2022, selling an estimated $900K and leaving 100,438 shares worth $7.16M. The position accounts for 0.31% of the portfolio, ranked #71.

Mariner Independent Advisor Network first reported a position in BND in Q2 2014 and has held it in 30 quarters since. The position peaked at $22.2M in Q3 2016. 1,148 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Mariner Independent Advisor Network held 100,438 shares of Vanguard Total Bond Market worth $7.16M as of Q3 2022.
  • Mariner Independent Advisor Network sold 12,023 Vanguard Total Bond Market shares in Q3 2022, an estimated $900K.
  • Vanguard Total Bond Market made up 0.31% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #71 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard Total Bond Market in Q2 2014 and has held it in 30 quarters since.
  • Mariner Independent Advisor Network's Vanguard Total Bond Market position peaked at $22.2M in Q3 2016.
  • 1,148 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.