Moisand Fitzgerald Tamayo’s Vanguard Total Bond Market BND Stock Holding History

Moisand Fitzgerald Tamayo’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	-104	Closed	-$7.68K	–	752
2023 Q1	$7.68K	Buy	+104	New	+$7.61K	﹤0.01%	357
2022 Q4	–	Sell	-1	Closed	–	–	782
2022 Q3	$0	Hold	1	–	–	﹤0.01%	717
2022 Q2	$0	Hold	1	–	–	﹤0.01%	600
2022 Q1	$0	Hold	1	–	–	﹤0.01%	518
2021 Q4	$0	Sell	1 -90	-99%	-$7.67K	﹤0.01%	383
2021 Q3	$8K	Hold	91	–	–	﹤0.01%	259
2021 Q2	$8K	Hold	91	–	–	﹤0.01%	279
2021 Q1	$8K	Buy	91 +1	+1%	+$86	﹤0.01%	229
2020 Q4	$8K	Buy	90 +1	+1%	+$88	﹤0.01%	229
2020 Q3	$8K	Hold	89	–	–	﹤0.01%	208
2020 Q2	$8K	Buy	89 +88	+8,800%	+$7.69K	﹤0.01%	190
2020 Q1	$0	Hold	1	–	–	﹤0.01%	258
2019 Q4	$0	Hold	1	–	–	﹤0.01%	272
2019 Q3	$0	Hold	1	–	–	﹤0.01%	274
2019 Q2	$0	Hold	1	–	–	﹤0.01%	275
2019 Q1	$0	Sell	1 -51	-98%	-$4.07K	﹤0.01%	280
2018 Q4	$4K	Hold	52	–	–	﹤0.01%	226
2018 Q3	$4K	Hold	52	–	–	﹤0.01%	248
2018 Q2	$4K	Hold	52	–	–	﹤0.01%	231
2018 Q1	$4K	Hold	52	–	–	﹤0.01%	259
2017 Q4	$4K	Hold	52	–	–	﹤0.01%	224
2017 Q3	$4K	Buy	+52	New	+$4.27K	﹤0.01%	239
2016 Q2	–	Sell	-450	Closed	-$37K	–	70
2016 Q1	$37K	Sell	450 -118	-21%	-$9.65K	0.03%	102
2015 Q4	$46K	Buy	+568	New	+$46.2K	0.04%	95

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BND Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 104 shares — an estimated $7.68K sold.

Moisand Fitzgerald Tamayo first reported a position in BND in Q4 2015 and held it in 24 quarters. The position peaked at $46K in Q4 2015. 1,276 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 104 Vanguard Total Bond Market shares in Q2 2023, an estimated $7.68K.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 24 quarters.
Moisand Fitzgerald Tamayo's Vanguard Total Bond Market position peaked at $46K in Q4 2015.
1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.