MWM
BND icon

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return