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McClarren Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

McClarren Financial Advisors’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
Q1 		– Sell
-1,460
Closed -$124K – 277
2021
Q4 		$124K Buy
+1,460
New +$124K 0.08% 86

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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

McClarren Financial Advisors's BND Position: Q1 2022 in Review

McClarren Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 1,460 shares — an estimated $124K sold.

McClarren Financial Advisors first reported a position in BND in Q4 2021 and held it in 1 quarter. The position peaked at $124K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • McClarren Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,460 Vanguard Total Bond Market shares in Q1 2022, an estimated $124K.
  • McClarren Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 1 quarter.
  • McClarren Financial Advisors's Vanguard Total Bond Market position peaked at $124K in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on McClarren Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.