Sanford Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Sanford Advisory Services’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 Q4	$1.37M	Buy	19,120 +6,994	+58%	+$501K	0.33%	46
2022 Q3	$866K	Buy	12,126 +6,669	+122%	+$499K	0.25%	48
2022 Q2	$410K	Hold	5,457	–	–	0.12%	75
2022 Q1	$434K	Buy	5,457 +504	+10%	+$41.2K	0.12%	69
2021 Q4	$420K	Sell	4,953 -3,795	-43%	-$323K	0.09%	72
2021 Q3	$748K	Hold	8,748	–	–	0.19%	47
2021 Q2	$751K	Sell	8,748 -44	-0.5%	-$3.75K	0.19%	46
2021 Q1	$745K	Sell	8,792 -1,181	-12%	-$102K	0.21%	44
2020 Q4	$879K	Buy	+9,973	New	+$878K	0.28%	37

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sanford Advisory Services's BND Position: Q4 2022 in Review

Sanford Advisory Services increased its Vanguard Total Bond Market (BND) stake by 58% in Q4 2022, buying an estimated $501K and bringing the position to 19,120 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #46.

Sanford Advisory Services first reported a position in BND in Q4 2020 and has held it in 9 quarters since. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Sanford Advisory Services held 19,120 shares of Vanguard Total Bond Market worth $1.37M as of Q4 2022.
Sanford Advisory Services bought 6,994 Vanguard Total Bond Market shares in Q4 2022, an estimated $501K.
Vanguard Total Bond Market made up 0.33% of Sanford Advisory Services's portfolio in Q4 2022, its #46 holding.
Sanford Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 9 quarters since.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.