Montis Financial’s Vanguard Total Bond Market BND Stock Holding History

Montis Financial’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	-3,441	Closed	-$245K	–	62
2022 Q3	$245K	Hold	3,441	–	–	0.24%	45
2022 Q2	$259K	Hold	3,441	–	–	0.24%	49
2022 Q1	$274K	Hold	3,441	–	–	0.21%	52
2021 Q4	$292K	Hold	3,441	–	–	0.21%	53
2021 Q3	$294K	Hold	3,441	–	–	0.25%	41
2021 Q2	$296K	Sell	3,441 -879	-20%	-$75K	0.25%	49
2021 Q1	$366K	Buy	+4,320	New	+$373K	0.34%	41

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Montis Financial's BND Position: Q4 2022 in Review

Montis Financial sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 3,441 shares — an estimated $245K sold.

Montis Financial first reported a position in BND in Q1 2021 and held it in 7 quarters. The position peaked at $366K in Q1 2021. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Montis Financial reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Montis Financial sold 3,441 Vanguard Total Bond Market shares in Q4 2022, an estimated $245K.
Montis Financial first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 7 quarters.
Montis Financial's Vanguard Total Bond Market position peaked at $366K in Q1 2021.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Montis Financial's 13F filing for Q4 2022, filed 2 Feb 2023.