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

Pinnacle 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
2022
Q2 		$499K Sell
6,628
-3,782
-36% -$288K 0.2% 123
2022
Q1 		$828K Sell
10,410
-2,433
-19% -$199K 0.26% 92
2021
Q4 		$1.09M Buy
+12,843
New +$1.09M 0.34% 72

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Private Wealth's BND Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Vanguard Total Bond Market (BND) stake by 36% in Q2 2022, selling an estimated $288K and leaving 6,628 shares worth $499K. The position accounts for 0.2% of the portfolio, ranked #123.

Pinnacle Private Wealth first reported a position in BND in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2021. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Pinnacle Private Wealth held 6,628 shares of Vanguard Total Bond Market worth $499K as of Q2 2022.
  • Pinnacle Private Wealth sold 3,782 Vanguard Total Bond Market shares in Q2 2022, an estimated $288K.
  • Vanguard Total Bond Market made up 0.2% of Pinnacle Private Wealth's portfolio in Q2 2022, its #123 holding.
  • Pinnacle Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Vanguard Total Bond Market position peaked at $1.09M in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.