Security Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Security Asset 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
2023 Q1	$1.64M	Buy	+22,250	New	+$1.63M	0.96%	36

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Security Asset Management's BND Position: Q1 2023 in Review

Security Asset Management opened a new position in Vanguard Total Bond Market (BND) in Q1 2023: 22,250 shares worth $1.64M. The stake represents 0.96% of the portfolio and ranks #36 among its holdings.

1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Security Asset Management held 22,250 shares of Vanguard Total Bond Market worth $1.64M as of Q1 2023.
Vanguard Total Bond Market was a new Security Asset Management position in Q1 2023.
Vanguard Total Bond Market made up 0.96% of Security Asset Management's portfolio in Q1 2023, its #36 holding.
1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.