Old Mission Investment Co’s Vanguard Total Bond Market BND Stock Holding History

Old Mission Investment Co’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 Q4	–	Sell	-2,985	Closed	-$213K	–	111
2022 Q3	$213K	Hold	2,985	–	–	0.1%	102
2022 Q2	$225K	Sell	2,985 -3,500	-54%	-$266K	0.1%	97
2022 Q1	$516K	Sell	6,485 -1,754	-21%	-$143K	0.19%	68
2021 Q4	$698K	Buy	8,239 +854	+12%	+$72.7K	0.25%	55
2021 Q3	$631K	Buy	7,385 +448	+6%	+$38.7K	0.26%	56
2021 Q2	$596K	Buy	6,937 +524	+8%	+$44.7K	0.24%	57
2021 Q1	$543K	Buy	6,413 +2,978	+87%	+$257K	0.25%	55
2020 Q4	$303K	Buy	3,435 +1,135	+49%	+$99.9K	0.16%	72
2020 Q3	$203K	Hold	2,300	–	–	0.12%	83
2020 Q2	$203K	Buy	+2,300	New	+$201K	0.14%	78

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Old Mission Investment Co's BND Position: Q4 2022 in Review

Old Mission Investment Co sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 2,985 shares — an estimated $213K sold.

Old Mission Investment Co first reported a position in BND in Q2 2020 and held it in 10 quarters. The position peaked at $698K in Q4 2021. 1,248 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Old Mission Investment Co reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Old Mission Investment Co sold 2,985 Vanguard Total Bond Market shares in Q4 2022, an estimated $213K.
Old Mission Investment Co first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 10 quarters.
Old Mission Investment Co's Vanguard Total Bond Market position peaked at $698K in Q4 2021.
1,248 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Old Mission Investment Co's 13F filing for Q4 2022, filed 16 Sep 2026.