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Selective Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-2,464
Closed -$176K – 189
2022
Q3 		$176K Sell
2,464
-1,560
-39% -$117K 0.08% 140
2022
Q2 		$303K Buy
4,024
+2,717
+208% +$207K 0.11% 108
2022
Q1 		$104K Buy
1,307
+219
+20% +$17.9K 0.04% 202
2021
Q4 		$92K Sell
1,088
-1,541
-59% -$131K 0.04% 202
2021
Q3 		$225K Buy
2,629
+534
+25% +$46.1K 0.12% 98
2021
Q2 		$180K Buy
+2,095
New +$179K 0.14% 77

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

Selective Wealth Management's BND Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 2,464 shares — an estimated $176K sold.

Selective Wealth Management first reported a position in BND in Q2 2021 and held it in 6 quarters. The position peaked at $303K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Selective Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,464 Vanguard Total Bond Market shares in Q4 2022, an estimated $176K.
  • Selective Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Vanguard Total Bond Market position peaked at $303K in Q2 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.