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Schaper Benz & Wise Investment Counsel’s Vanguard Total Bond Market BND Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-44,521
Closed -$3.54M – 147
2022
Q1 		$3.54M Sell
44,521
-13,735
-24% -$1.12M 0.31% 74
2021
Q4 		$4.94M Buy
+58,256
New +$4.96M 0.4% 66

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

Schaper Benz & Wise Investment Counsel's BND Position: Q2 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 44,521 shares — an estimated $3.54M sold.

Schaper Benz & Wise Investment Counsel first reported a position in BND in Q4 2021 and held it in 2 quarters. The position peaked at $4.94M in Q4 2021. 1,189 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Schaper Benz & Wise Investment Counsel reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 44,521 Vanguard Total Bond Market shares in Q2 2022, an estimated $3.54M.
  • Schaper Benz & Wise Investment Counsel first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 2 quarters.
  • Schaper Benz & Wise Investment Counsel's Vanguard Total Bond Market position peaked at $4.94M in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2022, filed 4 Aug 2022.