McElhenny Sheffield Capital Management’s Vanguard Total Bond Market BND Stock Holding History

McElhenny Sheffield Capital 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
2023 Q1	–	Sell	-211	Closed	-$15.2K	–	148
2022 Q4	$15.2K	Sell	211 -4,639	-96%	-$332K	0.01%	290
2022 Q3	$346K	Hold	4,850	–	–	0.26%	58
2022 Q2	$365K	Hold	4,850	–	–	0.17%	64
2022 Q1	$386K	Hold	4,850	–	–	0.13%	76
2021 Q4	$411K	Sell	4,850 -605	-11%	-$51.5K	0.15%	80
2021 Q3	$466K	Buy	+5,455	New	+$471K	0.21%	73

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McElhenny Sheffield Capital Management's BND Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 211 shares — an estimated $15.2K sold.

McElhenny Sheffield Capital Management first reported a position in BND in Q3 2021 and held it in 6 quarters. The position peaked at $466K in Q3 2021. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 211 Vanguard Total Bond Market shares in Q1 2023, an estimated $15.2K.
McElhenny Sheffield Capital Management first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 6 quarters.
McElhenny Sheffield Capital Management's Vanguard Total Bond Market position peaked at $466K in Q3 2021.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.