MinichMacGregor Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

MinichMacGregor Wealth 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	-193	Closed	-$13.9K	–	158
2022 Q4	$13.9K	Buy	+193	New	+$13.8K	0.01%	377
2022 Q1	–	Sell	-6,695	Closed	-$567K	–	90
2021 Q4	$567K	Buy	6,695 +3,599	+116%	+$307K	0.17%	56
2021 Q3	$264K	Buy	3,096 +614	+25%	+$53K	0.09%	70
2021 Q2	$213K	Buy	+2,482	New	+$212K	0.07%	74
2018 Q4	–	Sell	-256	Closed	-$20K	–	144
2018 Q3	$20K	Hold	256	–	–	0.01%	215
2018 Q2	$20K	Hold	256	–	–	0.01%	215
2018 Q1	$20K	Sell	256 -278	-52%	-$22.3K	0.02%	209
2017 Q4	$43K	Hold	534	–	–	0.03%	121
2017 Q3	$43K	Hold	534	–	–	0.04%	113
2017 Q2	$43K	Hold	534	–	–	0.04%	106
2017 Q1	$43K	Buy	534 +63	+13%	+$5.09K	0.04%	110
2016 Q4	$38K	Sell	471 -30	-6%	-$2.46K	0.04%	125
2016 Q3	$42K	Hold	501	–	–	0.04%	125
2016 Q2	$42K	Hold	501	–	–	0.04%	120
2016 Q1	$41K	Sell	501 -45	-8%	-$3.68K	0.04%	119
2015 Q4	$44K	Buy	+546	New	+$44.4K	0.04%	112

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

MinichMacGregor Wealth Management's BND Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 193 shares — an estimated $13.9K sold.

MinichMacGregor Wealth Management first reported a position in BND in Q4 2015 and held it in 16 quarters. The position peaked at $567K in Q4 2021. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 193 Vanguard Total Bond Market shares in Q1 2023, an estimated $13.9K.
MinichMacGregor Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 16 quarters.
MinichMacGregor Wealth Management's Vanguard Total Bond Market position peaked at $567K in Q4 2021.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.