Professional Planning’s Vanguard Total Bond Market BND Stock Holding History

Professional Planning’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	$329K	Sell	3,853 -7,703	-67%	-$665K	0.16%	94
2021 Q2	$992K	Sell	11,556 -9,460	-45%	-$807K	0.46%	43
2021 Q1	$1.78M	Sell	21,016 -3,984	-16%	-$344K	0.87%	24
2020 Q4	$2.21M	Buy	25,000 +2,380	+11%	+$209K	0.89%	21
2020 Q3	$2M	Buy	22,620 +3,458	+18%	+$307K	1.52%	15
2020 Q2	$1.69M	Buy	+19,162	New	+$1.68M	0.9%	20

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

Professional Planning's BND Position: Q3 2021 in Review

Professional Planning reduced its Vanguard Total Bond Market (BND) stake by 67% in Q3 2021, selling an estimated $665K and leaving 3,853 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #94.

Professional Planning first reported a position in BND in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2020. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Professional Planning held 3,853 shares of Vanguard Total Bond Market worth $329K as of Q3 2021.
Professional Planning sold 7,703 Vanguard Total Bond Market shares in Q3 2021, an estimated $665K.
Vanguard Total Bond Market made up 0.16% of Professional Planning's portfolio in Q3 2021, its #94 holding.
Professional Planning first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 6 quarters since.
Professional Planning's Vanguard Total Bond Market position peaked at $2.21M in Q4 2020.
1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.