ML&R Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

ML&R 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 Q2	–	Sell	-18,049	Closed	-$1.33M	–	96
2023 Q1	$1.33M	Buy	18,049 +2,395	+15%	+$175K	0.36%	25
2022 Q4	$1.12M	Sell	15,654 -12,534	-44%	-$898K	0.34%	25
2022 Q3	$2.01M	Buy	+28,188	New	+$2.11M	0.68%	12

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ML&R Wealth Management's BND Position: Q2 2023 in Review

ML&R Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 18,049 shares — an estimated $1.33M sold.

ML&R Wealth Management first reported a position in BND in Q3 2022 and held it in 3 quarters. The position peaked at $2.01M in Q3 2022. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

ML&R Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
ML&R Wealth Management sold 18,049 Vanguard Total Bond Market shares in Q2 2023, an estimated $1.33M.
ML&R Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 3 quarters.
ML&R Wealth Management's Vanguard Total Bond Market position peaked at $2.01M in Q3 2022.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on ML&R Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.