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PRW Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

PRW Wealth Management’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
2023
Q3 		– Sell
-140,660
Closed -$10.2M – 110
2023
Q2 		$10.2M Buy
140,660
+21,800
+18% +$1.6M 3.51% 7
2023
Q1 		$8.81M Buy
118,860
+114,150
+2,424% +$8.35M 3.44% 9
2022
Q4 		$338K Buy
+4,710
New +$337K 0.15% 42
2022
Q3 		– Sell
-24,300
Closed -$1.83M – 97
2022
Q2 		$1.83M Buy
+24,300
New +$1.85M 1.07% 19

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

PRW Wealth Management's BND Position: Q3 2023 in Review

PRW Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 140,660 shares — an estimated $10.2M sold.

PRW Wealth Management first reported a position in BND in Q2 2022 and held it in 4 quarters. The position peaked at $10.2M in Q2 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • PRW Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • PRW Wealth Management sold 140,660 Vanguard Total Bond Market shares in Q3 2023, an estimated $10.2M.
  • PRW Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 4 quarters.
  • PRW Wealth Management's Vanguard Total Bond Market position peaked at $10.2M in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.