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Mokosak Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Mokosak Advisory Group’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
Q4 		– Sell
-66,190
Closed -$4.72M – 25
2022
Q3 		$4.72M Buy
+66,190
New +$4.95M 2.33% 11

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Mokosak Advisory Group's BND Position: Q4 2022 in Review

Mokosak Advisory Group sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 66,190 shares — an estimated $4.72M sold.

Mokosak Advisory Group first reported a position in BND in Q3 2022 and held it in 1 quarter. The position peaked at $4.72M in Q3 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Mokosak Advisory Group reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Mokosak Advisory Group sold 66,190 Vanguard Total Bond Market shares in Q4 2022, an estimated $4.72M.
  • Mokosak Advisory Group first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 1 quarter.
  • Mokosak Advisory Group's Vanguard Total Bond Market position peaked at $4.72M in Q3 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Mokosak Advisory Group's 13F filing for Q4 2022, filed 2 Feb 2023.