Novak Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Novak Financial Planning’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 Q2	$1.22M	Buy	+14,156	New	+$1.21M	0.6%	53

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Novak Financial Planning's BND Position: Q2 2021 in Review

Novak Financial Planning opened a new position in Vanguard Total Bond Market (BND) in Q2 2021: 14,156 shares worth $1.22M. The stake represents 0.6% of the portfolio and ranks #53 among its holdings.

1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

Novak Financial Planning held 14,156 shares of Vanguard Total Bond Market worth $1.22M as of Q2 2021.
Vanguard Total Bond Market was a new Novak Financial Planning position in Q2 2021.
Vanguard Total Bond Market made up 0.6% of Novak Financial Planning's portfolio in Q2 2021, its #53 holding.
1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.