Personal Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Personal Wealth Partners’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	-243	Closed	-$21K	–	114
2021 Q2	$21K	Buy	+243	New	+$20.7K	0.01%	205
2020 Q1	–	Sell	-137	Closed	-$11K	–	126
2019 Q4	$11K	Hold	137	–	–	﹤0.01%	225
2019 Q3	$12K	Hold	137	–	–	0.01%	225
2019 Q2	$11K	Buy	+137	New	+$11.2K	0.01%	208
2019 Q1	–	Sell	-11,967	Closed	-$882K	–	60
2018 Q4	$882K	Buy	+11,967	New	+$935K	0.55%	17

Other funds holding BND

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Personal Wealth Partners's BND Position: Q3 2021 in Review

Personal Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 243 shares — an estimated $21K sold.

Personal Wealth Partners first reported a position in BND in Q4 2018 and held it in 5 quarters. The position peaked at $882K in Q4 2018. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Personal Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 243 Vanguard Total Bond Market shares in Q3 2021, an estimated $21K.
Personal Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 5 quarters.
Personal Wealth Partners's Vanguard Total Bond Market position peaked at $882K in Q4 2018.
1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.