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Romano Brothers & Co’s Vanguard Total Bond Market BND Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-303
Closed -$21.8K – 382
2022
Q4 		$21.8K Buy
+303
New +$21.7K ﹤0.01% 602

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Romano Brothers & Co's BND Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 303 shares — an estimated $21.8K sold.

Romano Brothers & Co first reported a position in BND in Q4 2022 and held it in 1 quarter. The position peaked at $21.8K in Q4 2022. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 303 Vanguard Total Bond Market shares in Q1 2023, an estimated $21.8K.
  • Romano Brothers & Co first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Total Bond Market position peaked at $21.8K in Q4 2022.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.