NWK Group’s Vanguard Total Bond Market BND Stock Holding History

NWK Group’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 Q3	–	Sell	-3,665	Closed	-$276K	–	66
2022 Q2	$276K	Sell	3,665 -70	-2%	-$5.33K	0.19%	43
2022 Q1	$297K	Sell	3,735 -211,882	-98%	-$17.3M	0.16%	45
2021 Q4	$18.3M	Sell	215,617 -10,006	-4%	-$852K	6.73%	1
2021 Q3	$19.3M	Buy	225,623 +13,870	+7%	+$1.2M	7.65%	1
2021 Q2	$18.2M	Buy	211,753 +20,875	+11%	+$1.78M	7.26%	1
2021 Q1	$16.2M	Buy	190,878 +1,665	+0.9%	+$144K	7.05%	1
2020 Q4	$16.7M	Buy	189,213 +14,084	+8%	+$1.24M	7.17%	1
2020 Q3	$15.4M	Buy	175,129 +18,935	+12%	+$1.68M	7.62%	1
2020 Q2	$13.8M	Buy	156,194 +139,920	+860%	+$12.2M	7.85%	1
2020 Q1	$1.39M	Buy	+16,274	New	+$1.38M	1.19%	34

Other funds holding BND

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

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

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

NWK Group's BND Position: Q3 2022 in Review

NWK Group sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 3,665 shares — an estimated $276K sold.

NWK Group first reported a position in BND in Q1 2020 and held it in 10 quarters. The position peaked at $19.3M in Q3 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

NWK Group reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
NWK Group sold 3,665 Vanguard Total Bond Market shares in Q3 2022, an estimated $276K.
NWK Group first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 10 quarters.
NWK Group's Vanguard Total Bond Market position peaked at $19.3M in Q3 2021.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on NWK Group's 13F filing for Q3 2022, filed 14 Nov 2022.