Nottingham Advisors’s Vanguard Total Bond Market BND Stock Holding History

Nottingham 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
2023 Q1	–	Sell	-7,881	Closed	-$566K	–	143
2022 Q4	$566K	Buy	+7,881	New	+$565K	0.08%	84
2017 Q1	–	Sell	-3,912	Closed	-$316K	–	112
2016 Q4	$316K	Sell	3,912 -852	-18%	-$69.8K	0.05%	84
2016 Q3	$401K	Sell	4,764 -126	-3%	-$10.6K	0.07%	74
2016 Q2	$412K	Buy	4,890 +200	+4%	+$16.6K	0.08%	61
2016 Q1	$379K	Hold	4,690	–	–	0.07%	71
2015 Q4	$379K	Sell	4,690 -110	-2%	-$8.95K	0.07%	71
2015 Q3	$393K	Sell	4,800 -337	-7%	-$27.5K	0.07%	71
2015 Q2	$417K	Sell	5,137 -7,132	-58%	-$587K	0.07%	73
2015 Q1	$1.02M	Buy	12,269 +751	+7%	+$62.5K	0.17%	55
2014 Q4	$942K	Buy	+11,518	New	+$950K	0.24%	51

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nottingham Advisors's BND Position: Q1 2023 in Review

Nottingham Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 7,881 shares — an estimated $566K sold.

Nottingham Advisors first reported a position in BND in Q4 2014 and held it in 10 quarters. The position peaked at $1.02M in Q1 2015. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Nottingham Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Nottingham Advisors sold 7,881 Vanguard Total Bond Market shares in Q1 2023, an estimated $566K.
Nottingham Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 10 quarters.
Nottingham Advisors's Vanguard Total Bond Market position peaked at $1.02M in Q1 2015.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Nottingham Advisors's 13F filing for Q1 2023, filed 12 May 2023.