Permanens Capital’s Vanguard Total Bond Market BND Stock Holding History

Permanens Capital’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	-2,170	Closed	-$186K	–	48
2021 Q2	$186K	Hold	2,170	–	–	0.03%	45
2021 Q1	$184K	Buy	2,170 +250	+13%	+$21.6K	0.04%	62
2020 Q4	$169K	Hold	1,920	–	–	0.04%	63
2020 Q3	$169K	Buy	1,920 +310	+19%	+$27.5K	0.06%	51
2020 Q2	$142K	Sell	1,610 -1,740	-52%	-$152K	0.05%	43
2020 Q1	$286K	Buy	3,350 +100	+3%	+$8.5K	0.09%	20
2019 Q4	$273K	Hold	3,250	–	–	0.07%	34
2019 Q3	$274K	Buy	3,250 +750	+30%	+$62.9K	0.08%	31
2019 Q2	$208K	Buy	+2,500	New	+$204K	0.06%	31

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Permanens Capital's BND Position: Q3 2021 in Review

Permanens Capital sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 2,170 shares — an estimated $186K sold.

Permanens Capital first reported a position in BND in Q2 2019 and held it in 9 quarters. The position peaked at $286K in Q1 2020. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Permanens Capital reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
Permanens Capital sold 2,170 Vanguard Total Bond Market shares in Q3 2021, an estimated $186K.
Permanens Capital first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 9 quarters.
Permanens Capital's Vanguard Total Bond Market position peaked at $286K in Q1 2020.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Permanens Capital's 13F filing for Q3 2021, filed 12 Nov 2021.