Seven Post Investment Office’s Vanguard Total Bond Market BND Stock Holding History

Seven Post Investment Office’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	-4,236	Closed	-$337K	–	49
2022 Q1	$337K	Buy	4,236 +1,181	+39%	+$96.5K	0.1%	38
2021 Q4	$259K	Sell	3,055 -30	-1%	-$2.56K	0.07%	42
2021 Q3	$264K	Hold	3,085	–	–	0.08%	42
2021 Q2	$265K	Hold	3,085	–	–	0.08%	44
2021 Q1	$261K	Hold	3,085	–	–	0.09%	37
2020 Q4	$272K	Sell	3,085 -1,953	-39%	-$172K	0.11%	37
2020 Q3	$444K	Buy	5,038 +294	+6%	+$26.1K	0.18%	29
2020 Q2	$419K	Hold	4,744	–	–	0.18%	31
2020 Q1	$405K	Buy	+4,744	New	+$403K	0.21%	27

Other funds holding BND

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Seven Post Investment Office's BND Position: Q2 2022 in Review

Seven Post Investment Office sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 4,236 shares — an estimated $337K sold.

Seven Post Investment Office first reported a position in BND in Q1 2020 and held it in 9 quarters. The position peaked at $444K in Q3 2020. 1,189 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Seven Post Investment Office reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Seven Post Investment Office sold 4,236 Vanguard Total Bond Market shares in Q2 2022, an estimated $337K.
Seven Post Investment Office first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 9 quarters.
Seven Post Investment Office's Vanguard Total Bond Market position peaked at $444K in Q3 2020.
1,189 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Seven Post Investment Office's 13F filing for Q2 2022, filed 8 Aug 2022.