Segall Bryant & Hamill’s Vanguard Total Bond Market BND Stock Holding History

Segall Bryant & Hamill’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
2021 Q4	–	Sell	-3,644	Closed	-$311K	–	609
2021 Q3	$311K	Buy	+3,644	New	+$315K	﹤0.01%	691
2021 Q2	–	Sell	-2,505	Closed	-$212K	–	775
2021 Q1	$212K	Hold	2,505	–	–	﹤0.01%	782
2020 Q4	$221K	Hold	2,505	–	–	﹤0.01%	694
2020 Q3	$221K	Buy	+2,505	New	+$222K	﹤0.01%	664
2020 Q1	–	Sell	-2,552	Closed	-$214K	–	787
2019 Q4	$214K	Sell	2,552 -4,400	-63%	-$370K	﹤0.01%	787
2019 Q3	$586K	Buy	+6,952	New	+$583K	0.01%	624
2018 Q4	–	Sell	-6,200	Closed	-$488K	–	828
2018 Q3	$488K	Buy	6,200 +666	+12%	+$52.6K	0.01%	684
2018 Q2	$438K	Buy	+5,534	New	+$438K	0.01%	691

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Segall Bryant & Hamill's BND Position: Q4 2021 in Review

Segall Bryant & Hamill sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 3,644 shares — an estimated $311K sold.

Segall Bryant & Hamill first reported a position in BND in Q2 2018 and held it in 8 quarters. The position peaked at $586K in Q3 2019. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

Segall Bryant & Hamill reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
Segall Bryant & Hamill sold 3,644 Vanguard Total Bond Market shares in Q4 2021, an estimated $311K.
Segall Bryant & Hamill first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 8 quarters.
Segall Bryant & Hamill's Vanguard Total Bond Market position peaked at $586K in Q3 2019.
1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Segall Bryant & Hamill's 13F filing for Q4 2021, filed 14 Feb 2022.