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New England Guild Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

New England Guild Wealth Advisors’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 		$6.41M Sell
89,155
-120,393
-57% -$8.62M 3.38% 9
2022
Q3 		$14.9M Buy
209,548
+149,784
+251% +$11.2M 9.04% 2
2022
Q2 		$4.5M Sell
59,764
-464
-0.8% -$35.3K 2.78% 12
2022
Q1 		$4.79M Sell
60,228
-4,530
-7% -$370K 2.54% 14
2021
Q4 		$5.49M Sell
64,758
-5,191
-7% -$442K 2.75% 14
2021
Q3 		$5.98M Buy
69,949
+8,814
+14% +$761K 3.17% 10
2021
Q2 		$5.25M Sell
61,135
-4,573
-7% -$390K 2.85% 8
2021
Q1 		$5.57M Buy
65,708
+4,292
+7% +$370K 3.13% 8
2020
Q4 		$5.42M Sell
61,416
-729
-1% -$64.1K 3.21% 6
2020
Q3 		$5.48M Buy
62,145
+6,581
+12% +$583K 3.83% 6
2020
Q2 		$4.91M Buy
55,564
+1,869
+3% +$163K 3.61% 6
2020
Q1 		$4.58M Sell
53,695
-1,638
-3% -$139K 4.12% 6
2019
Q4 		$4.64M Buy
55,333
+2,183
+4% +$184K 3.33% 10
2019
Q3 		$4.49M Buy
53,150
+583
+1% +$48.9K 3.22% 11
2019
Q2 		$4.37M Sell
52,567
-1,112
-2% -$90.6K 3.24% 12
2019
Q1 		$4.36M Buy
53,679
+248
+0.5% +$19.8K 3.3% 13
2018
Q4 		$4.23M Sell
53,431
-22,231
-29% -$1.74M 3.55% 11
2018
Q3 		$5.96M Sell
75,662
-5,999
-7% -$474K 5.38% 7
2018
Q2 		$6.47M Sell
81,661
-4,493
-5% -$355K 5.91% 5
2018
Q1 		$6.89M Sell
86,154
-428
-0.5% -$34.3K 6.52% 4
2017
Q4 		$7.06M Buy
+86,582
New +$7.07M 6.76% 3

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

New England Guild Wealth Advisors's BND Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 57% in Q4 2022, selling an estimated $8.62M and leaving 89,155 shares worth $6.41M. The position accounts for 3.38% of the portfolio, ranked #9.

New England Guild Wealth Advisors first reported a position in BND in Q4 2017 and has held it in 21 quarters since. The position peaked at $14.9M in Q3 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • New England Guild Wealth Advisors held 89,155 shares of Vanguard Total Bond Market worth $6.41M as of Q4 2022.
  • New England Guild Wealth Advisors sold 120,393 Vanguard Total Bond Market shares in Q4 2022, an estimated $8.62M.
  • Vanguard Total Bond Market made up 3.38% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #9 holding.
  • New England Guild Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 21 quarters since.
  • New England Guild Wealth Advisors's Vanguard Total Bond Market position peaked at $14.9M in Q3 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.