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Sargent Bickham Lagudis’s Vanguard Total Bond Market BND Stock Holding History

Sargent Bickham Lagudis’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 		$8.8M Buy
122,463
+6,738
+6% +$483K 0.72% 32
2022
Q3 		$8.26M Sell
115,725
-18,482
-14% -$1.38M 0.74% 31
2022
Q2 		$10.1M Sell
134,207
-44,163
-25% -$3.36M 0.87% 26
2022
Q1 		$14.2M Buy
178,370
+95,208
+114% +$7.78M 1.1% 21
2021
Q4 		$7.05M Sell
83,162
-5,694
-6% -$485K 0.53% 42
2021
Q3 		$7.59M Sell
88,856
-137
-0.2% -$11.8K 0.62% 34
2021
Q2 		$7.64M Sell
88,993
-3,972
-4% -$339K 0.62% 36
2021
Q1 		$7.88M Sell
92,965
-2,264
-2% -$195K 0.69% 32
2020
Q4 		$8.4M Buy
95,229
+7,622
+9% +$671K 0.78% 27
2020
Q3 		$7.73M Sell
87,607
-6,383
-7% -$566K 0.78% 28
2020
Q2 		$8.3M Sell
93,990
-20,195
-18% -$1.77M 0.89% 24
2020
Q1 		$9.75M Sell
114,185
-22,548
-16% -$1.92M 1.25% 18
2019
Q4 		$11.5M Sell
136,733
-10,506
-7% -$883K 1.27% 14
2019
Q3 		$12.4M Sell
147,239
-2,953
-2% -$248K 1.5% 10
2019
Q2 		$12.5M Sell
150,192
-4,038
-3% -$329K 1.48% 11
2019
Q1 		$12.5M Buy
154,230
+10,236
+7% +$817K 1.45% 13
2018
Q4 		$11.4M Sell
143,994
-1,665
-1% -$130K 1.48% 12
2018
Q3 		$11.5M Buy
145,659
+64,724
+80% +$5.12M 1.36% 16
2018
Q2 		$6.41M Sell
80,935
-4,773
-6% -$377K 0.79% 29
2018
Q1 		$6.85M Sell
85,708
-6,238
-7% -$499K 0.85% 26
2017
Q4 		$7.5M Buy
91,946
+710
+0.8% +$58K 0.9% 24
2017
Q3 		$7.48M Sell
91,236
-2,259
-2% -$185K 0.93% 23
2017
Q2 		$7.65M Sell
93,495
-4,204
-4% -$343K 0.97% 19
2017
Q1 		$7.92M Sell
97,699
-3,678
-4% -$297K 1.03% 21
2016
Q4 		$8.19M Buy
101,377
+97,864
+2,786% +$8.02M 1.26% 15
2016
Q3 		$6.18K Sell
3,513
-77,456
-96% -$6.52M 0.93% 22
2016
Q2 		$6.83M Sell
80,969
-1,131
-1% -$94K 1.06% 17
2016
Q1 		$6.8M Buy
+82,100
New +$6.72M 1.09% 18

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Sargent Bickham Lagudis's BND Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard Total Bond Market (BND) stake by 5.8% in Q4 2022, buying an estimated $483K and bringing the position to 122,463 shares worth $8.8M. The position accounts for 0.72% of the portfolio, ranked #32.

Sargent Bickham Lagudis first reported a position in BND in Q1 2016 and has held it in 28 quarters since. The position peaked at $14.2M in Q1 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Sargent Bickham Lagudis held 122,463 shares of Vanguard Total Bond Market worth $8.8M as of Q4 2022.
  • Sargent Bickham Lagudis bought 6,738 Vanguard Total Bond Market shares in Q4 2022, an estimated $483K.
  • Vanguard Total Bond Market made up 0.72% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #32 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Total Bond Market in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Vanguard Total Bond Market position peaked at $14.2M in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.