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McDonald Partners’s Vanguard Total Bond Market BND Stock Holding History

McDonald Partners’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 		– Sell
-2,745
Closed -$207K – 222
2022
Q2 		$207K Hold
2,745
– – 0.05% 276
2022
Q1 		$218K Buy
2,745
+1,986
+262% +$162K 0.05% 287
2021
Q4 		$64.3K Sell
759
-1,617
-68% -$138K 0.06% 104
2021
Q3 		$203K Hold
2,376
– – 0.05% 283
2021
Q2 		$204K Hold
2,376
– – 0.05% 292
2021
Q1 		$201K Sell
2,376
-22
-0.9% -$1.9K 0.05% 279
2020
Q4 		$211K Buy
+2,398
New +$211K 0.06% 259

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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 $374B AUM 17.66% 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

McDonald Partners's BND Position: Q3 2022 in Review

McDonald Partners sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 2,745 shares — an estimated $207K sold.

McDonald Partners first reported a position in BND in Q4 2020 and held it in 7 quarters. The position peaked at $218K in Q1 2022. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • McDonald Partners reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • McDonald Partners sold 2,745 Vanguard Total Bond Market shares in Q3 2022, an estimated $207K.
  • McDonald Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 7 quarters.
  • McDonald Partners's Vanguard Total Bond Market position peaked at $218K in Q1 2022.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.