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McNamara Financial Services’s Vanguard Total Bond Market BND Stock Holding History

McNamara Financial Services’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
Q2 		– Sell
-2,676
Closed -$213K – 59
2022
Q1 		$213K Sell
2,676
-108
-4% -$8.82K 0.06% 57
2021
Q4 		$236K Sell
2,784
-59
-2% -$5.03K 0.06% 57
2021
Q3 		$243K Sell
2,843
-13
-0.5% -$1.12K 0.07% 55
2021
Q2 		$245K Buy
2,856
+367
+15% +$31.3K 0.07% 51
2021
Q1 		$220K Buy
2,489
+1
+0% +$86 0.07% 49
2020
Q4 		$219K Hold
2,488
– – 0.07% 43
2020
Q3 		$219K Sell
2,488
-17
-0.7% -$1.51K 0.07% 43
2020
Q2 		$221K Hold
2,505
– – 0.08% 46
2020
Q1 		$214K Sell
2,505
-293
-10% -$24.9K 0.09% 41
2019
Q4 		$235K Sell
2,798
-201
-7% -$16.9K 0.09% 41
2019
Q3 		$249K Sell
2,999
-1,234
-29% -$103K 0.1% 38
2019
Q2 		$344K Sell
4,233
-218
-5% -$17.8K 0.14% 31
2019
Q1 		$353K Sell
4,451
-374
-8% -$29.9K 0.16% 30
2018
Q4 		$380K Hold
4,825
– – 0.16% 29
2018
Q3 		$380K Sell
4,825
-272
-5% -$21.5K 0.16% 29
2018
Q2 		$404K Buy
5,097
+92
+2% +$7.27K 0.18% 28
2018
Q1 		$400K Buy
5,005
+921
+23% +$73.7K 0.18% 26
2017
Q4 		$333K Sell
4,084
-90,405
-96% -$7.38M 0.15% 31
2017
Q3 		$7.74M Buy
94,489
+1,200
+1% +$98.4K 3.73% 7
2017
Q2 		$7.63M Buy
93,289
+2,358
+3% +$193K 3.86% 7
2017
Q1 		$7.37M Buy
90,931
+3,423
+4% +$277K 3.85% 6
2016
Q4 		$7.07M Buy
87,508
+924
+1% +$75.7K 3.88% 6
2016
Q3 		$7.29M Buy
86,584
+1,226
+1% +$103K 4.07% 6
2016
Q2 		$7.2M Buy
85,358
+16,841
+25% +$1.4M 4.22% 6
2016
Q1 		$5.67M Buy
+68,517
New +$5.61M 3.46% 6

Other funds holding BND

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

McNamara Financial Services's BND Position: Q2 2022 in Review

McNamara Financial Services sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 2,676 shares — an estimated $213K sold.

McNamara Financial Services first reported a position in BND in Q1 2016 and held it in 25 quarters. The position peaked at $7.74M in Q3 2017. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • McNamara Financial Services reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • McNamara Financial Services sold 2,676 Vanguard Total Bond Market shares in Q2 2022, an estimated $213K.
  • McNamara Financial Services first reported a position in Vanguard Total Bond Market in Q1 2016 and held it in 25 quarters.
  • McNamara Financial Services's Vanguard Total Bond Market position peaked at $7.74M in Q3 2017.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on McNamara Financial Services's 13F filing for Q2 2022, filed 13 Jul 2022.