Osborne Partners Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Osborne Partners Capital Management’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 Q2	–	Sell	-5,736	Closed	-$456K	–	205
2022 Q1	$456K	Sell	5,736 -1,013	-15%	-$82.8K	0.03%	147
2021 Q4	$572K	Sell	6,749 -1,893	-22%	-$161K	0.04%	143
2021 Q3	$738K	Sell	8,642 -4,142	-32%	-$358K	0.06%	126
2021 Q2	$1.1M	Buy	+12,784	New	+$1.09M	0.09%	121

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

Osborne Partners Capital Management's BND Position: Q2 2022 in Review

Osborne Partners Capital Management sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 5,736 shares — an estimated $456K sold.

Osborne Partners Capital Management first reported a position in BND in Q2 2021 and held it in 4 quarters. The position peaked at $1.1M in Q2 2021. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Osborne Partners Capital Management reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Osborne Partners Capital Management sold 5,736 Vanguard Total Bond Market shares in Q2 2022, an estimated $456K.
Osborne Partners Capital Management first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 4 quarters.
Osborne Partners Capital Management's Vanguard Total Bond Market position peaked at $1.1M in Q2 2021.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Osborne Partners Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.