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

Mascoma 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
2021 Q4	–	Sell	-34	Closed	-$3K	–	529
2021 Q3	$3K	Buy	+34	New	+$2.94K	﹤0.01%	404
2021 Q2	–	Sell	-34	Closed	-$3K	–	144
2021 Q1	$3K	Sell	34 -5,318	-99%	-$459K	﹤0.01%	401
2020 Q4	$472K	Buy	+5,352	New	+$471K	0.24%	56
2019 Q3	–	Sell	-34	Closed	-$3K	–	112
2019 Q2	$3K	Hold	34	–	–	﹤0.01%	318
2019 Q1	$3K	Buy	+34	New	+$2.71K	﹤0.01%	325
2017 Q2	–	Sell	-415	Closed	-$34K	–	413
2017 Q1	$34K	Hold	415	–	–	0.02%	171
2016 Q4	$34K	Buy	+415	New	+$34K	0.03%	172

Other funds holding BND

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Mascoma Wealth Management's BND Position: Q4 2021 in Review

Mascoma Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 34 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in BND in Q4 2016 and held it in 7 quarters. The position peaked at $472K in Q4 2020. 1,241 funds tracked by Wall St. Rank hold BND as of Q4 2021.

Mascoma Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
Mascoma Wealth Management sold 34 Vanguard Total Bond Market shares in Q4 2021, an estimated $3K.
Mascoma Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 7 quarters.
Mascoma Wealth Management's Vanguard Total Bond Market position peaked at $472K in Q4 2020.
1,241 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.