MFW
BND icon

Mosaic Family Wealth’s Vanguard Total Bond Market BND Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$3.23M Sell
38,127
-221
-0.6% -$18.8K 0.84% 17
2021
Q3 		$3.28M Buy
38,348
+3,963
+12% +$342K 0.91% 17
2021
Q2 		$2.95M Buy
34,385
+1,515
+5% +$129K 0.85% 17
2021
Q1 		$2.79M Buy
32,870
+2,344
+8% +$202K 0.8% 20
2020
Q4 		$2.69M Buy
30,526
+1,586
+5% +$140K 0.9% 18
2020
Q3 		$2.55M Buy
28,940
+5,348
+23% +$474K 0.96% 16
2020
Q2 		$2.08M Buy
23,592
+5,795
+33% +$507K 0.86% 17
2020
Q1 		$1.52M Buy
17,797
+544
+3% +$46.2K 0.77% 17
2019
Q4 		$1.45M Sell
17,253
-1,537
-8% -$129K 0.58% 24
2019
Q3 		$1.59M Buy
18,790
+278
+2% +$23.3K 0.65% 21
2019
Q2 		$1.54M Sell
18,512
-155
-0.8% -$12.6K 0.64% 22
2019
Q1 		$1.51M Sell
18,667
-8,898
-32% -$711K 0.61% 21
2018
Q4 		$2.18M Buy
27,565
+11,418
+71% +$893K 0.9% 16
2018
Q3 		$1.26M Sell
16,147
-1,652
-9% -$131K 0.51% 27
2018
Q2 		$1.41M Sell
17,799
-88
-0.5% -$6.96K 0.53% 30
2018
Q1 		$1.43M Sell
17,887
-767
-4% -$61.4K 0.53% 31
2017
Q4 		$1.52M Buy
18,654
+217
+1% +$17.7K 0.55% 32
2017
Q3 		$1.51M Sell
18,437
-986
-5% -$80.9K 0.59% 27
2017
Q2 		$1.59M Sell
19,423
-688
-3% -$56.2K 0.66% 24
2017
Q1 		$1.63M Sell
20,111
-708
-3% -$57.3K 0.71% 22
2016
Q4 		$1.68M Buy
20,819
+82
+0.4% +$6.72K 0.77% 20
2016
Q3 		$1.75M Sell
20,737
-2,992
-13% -$252K 0.81% 20
2016
Q2 		$2M Sell
23,729
-9,486
-29% -$788K 0.97% 18
2016
Q1 		$2.75M Sell
33,215
-16,426
-33% -$1.34M 1.32% 13
2015
Q4 		$4.01M Buy
+49,641
New +$4.04M 1.79% 11

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mosaic Family Wealth's BND Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Vanguard Total Bond Market (BND) stake by 0.58% in Q4 2021, selling an estimated $18.8K and leaving 38,127 shares worth $3.23M. The position accounts for 0.84% of the portfolio, ranked #17.

Mosaic Family Wealth first reported a position in BND in Q4 2015 and has held it in 25 quarters since. The position peaked at $4.01M in Q4 2015. 1,243 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Mosaic Family Wealth held 38,127 shares of Vanguard Total Bond Market worth $3.23M as of Q4 2021.
  • Mosaic Family Wealth sold 221 Vanguard Total Bond Market shares in Q4 2021, an estimated $18.8K.
  • Vanguard Total Bond Market made up 0.84% of Mosaic Family Wealth's portfolio in Q4 2021, its #17 holding.
  • Mosaic Family Wealth first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Vanguard Total Bond Market position peaked at $4.01M in Q4 2015.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.