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

Retirement 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
2023
Q2 		– Sell
-8,498
Closed -$627K – 69
2023
Q1 		$627K Buy
8,498
+4,315
+103% +$316K 0.11% 36
2022
Q4 		$301K Buy
+4,183
New +$300K 0.19% 38

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Retirement Investment Advisors's BND Position: Q2 2023 in Review

Retirement Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 8,498 shares — an estimated $627K sold.

Retirement Investment Advisors first reported a position in BND in Q4 2022 and held it in 2 quarters. The position peaked at $627K in Q1 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • Retirement Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • Retirement Investment Advisors sold 8,498 Vanguard Total Bond Market shares in Q2 2023, an estimated $627K.
  • Retirement Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 2 quarters.
  • Retirement Investment Advisors's Vanguard Total Bond Market position peaked at $627K in Q1 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Retirement Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.