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Parisi Gray Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Parisi Gray Wealth 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
2021
Q3 		– Sell
-1,721
Closed -$148K – 185
2021
Q2 		$148K Buy
+1,721
New +$147K 0.05% 149

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

Parisi Gray Wealth Management's BND Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 1,721 shares — an estimated $148K sold.

Parisi Gray Wealth Management first reported a position in BND in Q2 2021 and held it in 1 quarter. The position peaked at $148K in Q2 2021. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 1,721 Vanguard Total Bond Market shares in Q3 2021, an estimated $148K.
  • Parisi Gray Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Vanguard Total Bond Market position peaked at $148K in Q2 2021.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.