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Northeast Financial Consultants’s Vanguard Total Bond Market BND Stock Holding History

Northeast Financial Consultants’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
Q2 		– Sell
-3,454
Closed -$275K – 342
2022
Q1 		$275K Sell
3,454
-378
-10% -$30.9K 0.02% 316
2021
Q4 		$325K Sell
3,832
-3,313
-46% -$282K 0.02% 272
2021
Q3 		$611K Sell
7,145
-2,387
-25% -$206K 0.04% 199
2021
Q2 		$819K Sell
9,532
-10,134
-52% -$864K 0.06% 176
2021
Q1 		$1.67M Sell
19,666
-1,268
-6% -$109K 0.13% 98
2020
Q4 		$1.85M Buy
20,934
+582
+3% +$51.2K 0.15% 86
2020
Q3 		$1.79M Buy
20,352
+12,892
+173% +$1.14M 0.16% 83
2020
Q2 		$659K Buy
+7,460
New +$652K 0.06% 149
2017
Q4 		– Sell
-2,591
Closed -$212K – 154
2017
Q3 		$212K Sell
2,591
-2,777
-52% -$228K 0.08% 140
2017
Q2 		$439K Sell
5,368
-686
-11% -$56K 0.17% 94
2017
Q1 		$490K Sell
6,054
-20
-0.3% -$1.62K 0.2% 86
2016
Q4 		$491K Buy
6,074
+619
+11% +$50.7K 0.22% 80
2016
Q3 		$459K Buy
5,455
+952
+21% +$80.1K 0.19% 90
2016
Q2 		$380K Buy
+4,503
New +$374K 0.17% 97

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northeast Financial Consultants's BND Position: Q2 2022 in Review

Northeast Financial Consultants sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 3,454 shares — an estimated $275K sold.

Northeast Financial Consultants first reported a position in BND in Q2 2016 and held it in 14 quarters. The position peaked at $1.85M in Q4 2020. 1,190 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Northeast Financial Consultants reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 3,454 Vanguard Total Bond Market shares in Q2 2022, an estimated $275K.
  • Northeast Financial Consultants first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 14 quarters.
  • Northeast Financial Consultants's Vanguard Total Bond Market position peaked at $1.85M in Q4 2020.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Northeast Financial Consultants's 13F filing for Q2 2022, filed 12 Aug 2022.