Olympiad Research’s Vanguard Total Bond Market BND Stock Holding History

Olympiad Research’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	$541K	Sell	7,589 -1,468	-16%	-$110K	0.29%	86
2022 Q2	$682K	Sell	9,057 -9,467	-51%	-$720K	0.31%	100
2022 Q1	$1.47M	Sell	18,524 -4,485	-19%	-$366K	0.45%	66
2021 Q4	$1.95M	Sell	23,009 -8,625	-27%	-$735K	0.71%	43
2021 Q3	$2.7M	Buy	31,634 +7,192	+29%	+$621K	0.83%	47
2021 Q2	$2.1M	Sell	24,442 -5,038	-17%	-$430K	0.73%	56
2021 Q1	$2.5M	Buy	+29,480	New	+$2.54M	1.07%	33

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

Olympiad Research's BND Position: Q3 2022 in Review

Olympiad Research reduced its Vanguard Total Bond Market (BND) stake by 16% in Q3 2022, selling an estimated $110K and leaving 7,589 shares worth $541K. The position accounts for 0.29% of the portfolio, ranked #86.

Olympiad Research first reported a position in BND in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.7M in Q3 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

Olympiad Research held 7,589 shares of Vanguard Total Bond Market worth $541K as of Q3 2022.
Olympiad Research sold 1,468 Vanguard Total Bond Market shares in Q3 2022, an estimated $110K.
Vanguard Total Bond Market made up 0.29% of Olympiad Research's portfolio in Q3 2022, its #86 holding.
Olympiad Research first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 7 quarters since.
Olympiad Research's Vanguard Total Bond Market position peaked at $2.7M in Q3 2021.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.