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O'Donnell Financial Services’s Vanguard Total Bond Market BND Stock Holding History

O'Donnell Financial Services’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
Q1 		– Sell
-2,406
Closed -$200K – 42
2021
Q4 		$200K Hold
2,406
– – 0.09% 43
2021
Q3 		$206K Buy
+2,406
New +$208K 0.1% 47

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

O'Donnell Financial Services's BND Position: Q1 2022 in Review

O'Donnell Financial Services sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 2,406 shares — an estimated $200K sold.

O'Donnell Financial Services first reported a position in BND in Q3 2021 and held it in 2 quarters. The position peaked at $206K in Q3 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • O'Donnell Financial Services reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 2,406 Vanguard Total Bond Market shares in Q1 2022, an estimated $200K.
  • O'Donnell Financial Services first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 2 quarters.
  • O'Donnell Financial Services's Vanguard Total Bond Market position peaked at $206K in Q3 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on O'Donnell Financial Services's 13F filing for Q1 2022, filed 4 May 2022.