SFPM
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Sensible Financial Planning & Management’s Vanguard Total Bond Market BND Stock Holding History

Sensible Financial Planning & 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
Q2 		– Sell
-63,337
Closed -$5.04M – 49
2022
Q1 		$5.04M Sell
63,337
-10,845
-15% -$886K 1.35% 16
2021
Q4 		$6.29M Sell
74,182
-153
-0.2% -$13K 1.79% 12
2021
Q3 		$6.35M Sell
74,335
-272
-0.4% -$23.5K 2.07% 11
2021
Q2 		$6.41M Buy
74,607
+5,154
+7% +$440K 2.16% 11
2021
Q1 		$5.88M Sell
69,453
-16
-0% -$1.38K 2.16% 11
2020
Q4 		$6.13M Sell
69,469
-4,249
-6% -$374K 2.28% 11
2020
Q3 		$6.5M Sell
73,718
-37
-0.1% -$3.28K 2.66% 11
2020
Q2 		$6.51M Sell
73,755
-436
-0.6% -$38.1K 2.8% 10
2020
Q1 		$6.33M Sell
74,191
-10,808
-13% -$918K 3.02% 10
2019
Q4 		$7.13M Sell
84,999
-9,970
-10% -$838K 3% 9
2019
Q3 		$8.02M Sell
94,969
-5,849
-6% -$490K 3.46% 7
2019
Q2 		$8.38M Buy
100,818
+209
+0.2% +$17K 3.58% 7
2019
Q1 		$8.17M Sell
100,609
-2,009
-2% -$160K 3.69% 7
2018
Q4 		$8.13M Sell
102,618
-29,002
-22% -$2.27M 3.94% 7
2018
Q3 		$10.4M Sell
131,620
-1,608
-1% -$127K 4.81% 4
2018
Q2 		$10.6M Sell
133,228
-31,387
-19% -$2.48M 5% 5
2018
Q1 		$13.2M Buy
164,615
+5,891
+4% +$472K 6.27% 5
2017
Q4 		$12.9M Buy
158,724
+2,327
+1% +$190K 6.61% 5
2017
Q3 		$12.8M Buy
156,397
+52,236
+50% +$4.29M 7.07% 4
2017
Q2 		$8.52M Sell
104,161
-4,067
-4% -$332K 5.33% 4
2017
Q1 		$8.78M Buy
108,228
+185
+0.2% +$15K 5.65% 4
2016
Q4 		$8.73M Sell
108,043
-2,536
-2% -$208K 6.04% 4
2016
Q3 		$9.3M Sell
110,579
-8,271
-7% -$696K 6.4% 4
2016
Q2 		$10M Sell
118,850
-1,872
-2% -$156K 7.01% 4
2016
Q1 		$10M Sell
120,722
-8,128
-6% -$665K 7.29% 4
2015
Q4 		$10.4M Buy
128,850
+10,506
+9% +$855K 7.92% 3
2015
Q3 		$9.7M Buy
118,344
+1,640
+1% +$134K 7.6% 3
2015
Q2 		$9.48M Sell
116,704
-1,897
-2% -$156K 7.81% 3
2015
Q1 		$9.89M Sell
118,601
-720
-0.6% -$59.9K 8.98% 4
2014
Q4 		$9.83M Sell
119,321
-7,022
-6% -$579K 10.04% 4
2014
Q3 		$9.32M Buy
+126,343
New +$10.4M 8.11% 4

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

Sensible Financial Planning & Management's BND Position: Q2 2022 in Review

Sensible Financial Planning & Management sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 63,337 shares — an estimated $5.04M sold.

Sensible Financial Planning & Management first reported a position in BND in Q3 2014 and held it in 31 quarters. The position peaked at $13.2M in Q1 2018. 1,189 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Sensible Financial Planning & Management reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 63,337 Vanguard Total Bond Market shares in Q2 2022, an estimated $5.04M.
  • Sensible Financial Planning & Management first reported a position in Vanguard Total Bond Market in Q3 2014 and held it in 31 quarters.
  • Sensible Financial Planning & Management's Vanguard Total Bond Market position peaked at $13.2M in Q1 2018.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2022, filed 4 Aug 2022.