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Parcion Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Parcion Private Wealth’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
2021
Q3 		– Sell
-2,387
Closed -$205K – 201
2021
Q2 		$205K Buy
+2,387
New +$204K 0.02% 188

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Parcion Private Wealth's BND Position: Q3 2021 in Review

Parcion Private Wealth sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 2,387 shares — an estimated $205K sold.

Parcion Private Wealth first reported a position in BND in Q2 2021 and held it in 1 quarter. The position peaked at $205K in Q2 2021. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Parcion Private Wealth reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
  • Parcion Private Wealth sold 2,387 Vanguard Total Bond Market shares in Q3 2021, an estimated $205K.
  • Parcion Private Wealth first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 1 quarter.
  • Parcion Private Wealth's Vanguard Total Bond Market position peaked at $205K in Q2 2021.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Parcion Private Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.