MW
BND icon

Milestone Wealth’s Vanguard Total Bond Market BND Stock Holding History

Milestone Wealth’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 		$47K Hold
662
– – 0.05% 113
2022
Q2 		$50K Hold
662
– – 0.05% 110
2022
Q1 		$56K Hold
662
– – 0.05% 119
2021
Q4 		$56K Buy
+662
New +$56.4K 0.04% 119

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestone Wealth's BND Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Total Bond Market (BND) position steady in Q3 2022 at 662 shares worth $47K. The position accounts for 0.05% of the portfolio, ranked #113.

Milestone Wealth first reported a position in BND in Q4 2021 and has held it in 4 quarters since. The position peaked at $56K in Q1 2022. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Milestone Wealth held 662 shares of Vanguard Total Bond Market worth $47K as of Q3 2022.
  • Milestone Wealth left its Vanguard Total Bond Market share count unchanged in Q3 2022.
  • Vanguard Total Bond Market made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #113 holding.
  • Milestone Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Total Bond Market position peaked at $56K in Q1 2022.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.