MUFG Americas’s Vanguard Total Bond Market BND Stock Holding History

MUFG Americas’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	-100,907	Closed	-$7.2M	–	93
2022 Q3	$7.2M	Sell	100,907 -5,960	-6%	-$446K	0.18%	136
2022 Q2	$8.04M	Buy	106,867 +1,109	+1%	+$84.4K	0.18%	131
2022 Q1	$8.41M	Buy	105,758 +1,359	+1%	+$111K	0.16%	139
2021 Q4	$8.85M	Sell	104,399 -279	-0.3%	-$23.8K	0.17%	142
2021 Q3	$8.95M	Buy	104,678 +3	+0%	+$259	0.16%	134
2021 Q2	$8.99M	Buy	104,675 +397	+0.4%	+$33.9K	0.15%	136
2021 Q1	$8.83M	Buy	104,278 +4,448	+4%	+$384K	0.16%	132
2020 Q4	$8.8M	Buy	99,830 +9,296	+10%	+$818K	0.15%	134
2020 Q3	$7.99M	Buy	90,534 +2,823	+3%	+$250K	0.21%	117
2020 Q2	$17K	Sell	87,711 -584	-0.7%	-$51.1K	﹤0.01%	593
2020 Q1	$7.54M	Sell	88,295 -9,289	-10%	-$789K	0.25%	110
2019 Q4	$8.18M	Buy	97,584 +2,301	+2%	+$193K	0.21%	124
2019 Q3	$8.04M	Buy	95,283 +50	+0.1%	+$4.19K	0.22%	120
2019 Q2	$7.91M	Sell	95,233 -1,283	-1%	-$105K	0.22%	122
2019 Q1	$7.83M	Sell	96,516 -70	-0.1%	-$5.59K	0.23%	126
2018 Q4	$7.65M	Buy	96,586 +69,870	+262%	+$5.46M	0.24%	113
2018 Q3	$2.1M	Buy	26,716 +2,474	+10%	+$196K	0.06%	218
2018 Q2	$1.92M	Buy	24,242 +3,709	+18%	+$293K	0.06%	215
2018 Q1	$1.64M	Sell	20,533 -4,095	-17%	-$328K	0.05%	236
2017 Q4	$2.01M	Sell	24,628 -92	-0.4%	-$7.51K	0.06%	219
2017 Q3	$2.03M	Sell	24,720 -328	-1%	-$26.9K	0.06%	219
2017 Q2	$2.05M	Sell	25,048 -281	-1%	-$22.9K	0.07%	221
2017 Q1	$2.05M	Sell	25,329 -2,487	-9%	-$201K	0.07%	214
2016 Q4	$2.25M	Buy	27,816 +1,230	+5%	+$101K	0.07%	209
2016 Q3	$2.24M	Buy	26,586 +3,188	+14%	+$268K	0.08%	218
2016 Q2	$1.97M	Buy	23,398 +8,910	+61%	+$740K	0.07%	211
2016 Q1	$1.2M	Buy	14,488 +500	+4%	+$40.9K	0.04%	255
2015 Q4	$1.13M	Sell	13,988 -17,958	-56%	-$1.46M	0.04%	259
2015 Q3	$2.62M	Sell	31,946 -350	-1%	-$28.5K	0.1%	190
2015 Q2	$2.63M	Buy	32,296 +16,050	+99%	+$1.32M	0.09%	188
2015 Q1	$1.35M	Buy	16,246 +9,496	+141%	+$790K	0.05%	260
2014 Q4	$556K	Buy	6,750 +1,050	+18%	+$86.6K	0.02%	368
2014 Q3	$467K	Hold	5,700	–	–	0.02%	384
2014 Q2	$468K	Hold	5,700	–	–	0.02%	388
2014 Q1	$462K	Hold	5,700	–	–	0.02%	391
2013 Q4	$456K	Buy	5,700 +225	+4%	+$18.2K	0.02%	378
2013 Q3	$443K	Buy	5,475 +4,500	+462%	+$362K	0.02%	392
2013 Q2	$79K	Buy	+975	New	+$80.9K	﹤0.01%	1078

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

MUFG Americas's BND Position: Q4 2022 in Review

MUFG Americas sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 100,907 shares — an estimated $7.2M sold.

MUFG Americas first reported a position in BND in Q2 2013 and held it in 38 quarters. The position peaked at $8.99M in Q2 2021. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

MUFG Americas reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 100,907 Vanguard Total Bond Market shares in Q4 2022, an estimated $7.2M.
MUFG Americas first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 38 quarters.
MUFG Americas's Vanguard Total Bond Market position peaked at $8.99M in Q2 2021.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.