RPCONE
BND icon

Retirement Planning Company of New England’s Vanguard Total Bond Market BND Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-465
Closed -$39K – 293
2021
Q4 		$39K Buy
+465
New +$39.6K 0.02% 443

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Retirement Planning Company of New England's BND Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 465 shares — an estimated $39K sold.

Retirement Planning Company of New England first reported a position in BND in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 465 Vanguard Total Bond Market shares in Q1 2022, an estimated $39K.
  • Retirement Planning Company of New England first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Vanguard Total Bond Market position peaked at $39K in Q4 2021.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.