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

Rockwood 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
2022
Q3 		– Sell
-6,425
Closed -$484K – 72
2022
Q2 		$484K Sell
6,425
-5,271
-45% -$401K 0.23% 36
2022
Q1 		$930K Hold
11,696
– – 0.45% 18
2021
Q4 		$991K Buy
+11,696
New +$996K 0.44% 23

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

Rockwood Wealth Management's BND Position: Q3 2022 in Review

Rockwood Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 6,425 shares — an estimated $484K sold.

Rockwood Wealth Management first reported a position in BND in Q4 2021 and held it in 3 quarters. The position peaked at $991K in Q4 2021. 1,148 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Rockwood Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 6,425 Vanguard Total Bond Market shares in Q3 2022, an estimated $484K.
  • Rockwood Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 3 quarters.
  • Rockwood Wealth Management's Vanguard Total Bond Market position peaked at $991K in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Rockwood Wealth Management's 13F filing for Q3 2022, filed 20 Jul 2023.