Pin Oak Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Pin Oak Investment Advisors’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 Q4	–	Sell	-23	Closed	-$2K	–	420
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	355
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	378
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	395
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	394
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	372
2021 Q2	$2K	Buy	+23	New	+$1.96K	﹤0.01%	370
2019 Q4	–	Sell	-75	Closed	-$6K	–	395
2019 Q3	$6K	Hold	75	–	–	﹤0.01%	362
2019 Q2	$6K	Sell	75 -128	-63%	-$10.4K	﹤0.01%	391
2019 Q1	$16K	Buy	203 +75	+59%	+$5.99K	0.01%	283
2018 Q4	$10K	Buy	+128	New	+$10K	0.01%	317
2018 Q2	–	Sell	-392	Closed	-$31K	–	425
2018 Q1	$31K	Hold	392	–	–	0.03%	230
2017 Q4	$32K	Buy	+392	New	+$32K	0.02%	229

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Pin Oak Investment Advisors's BND Position: Q4 2022 in Review

Pin Oak Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 23 shares — an estimated $2K sold.

Pin Oak Investment Advisors first reported a position in BND in Q4 2017 and held it in 12 quarters. The position peaked at $32K in Q4 2017. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Pin Oak Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Pin Oak Investment Advisors sold 23 Vanguard Total Bond Market shares in Q4 2022, an estimated $2K.
Pin Oak Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 12 quarters.
Pin Oak Investment Advisors's Vanguard Total Bond Market position peaked at $32K in Q4 2017.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.