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RGT Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

RGT Wealth 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
2022
Q2 		– Sell
-1,516
Closed -$121K – 123
2022
Q1 		$121K Buy
+1,516
New +$124K 0.02% 85

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RGT Wealth Advisors's BND Position: Q2 2022 in Review

RGT Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 1,516 shares — an estimated $121K sold.

RGT Wealth Advisors first reported a position in BND in Q1 2022 and held it in 1 quarter. The position peaked at $121K in Q1 2022. 1,189 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • RGT Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,516 Vanguard Total Bond Market shares in Q2 2022, an estimated $121K.
  • RGT Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 1 quarter.
  • RGT Wealth Advisors's Vanguard Total Bond Market position peaked at $121K in Q1 2022.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on RGT Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.