Sharkey, Howes & Javer’s Vanguard Total Bond Market BND Stock Holding History

Sharkey, Howes & Javer’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	-61,580	Closed	-$4.39M	–	98
2022 Q3	$4.39M	Buy	+61,580	New	+$4.61M	0.96%	25
2021 Q2	–	Sell	-2,804	Closed	-$238K	–	78
2021 Q1	$238K	Sell	2,804 -9,251	-77%	-$798K	0.07%	70
2020 Q4	$1.06M	Sell	12,055 -210	-2%	-$18.5K	0.35%	34
2020 Q3	$1.08M	Buy	12,265 +25	+0.2%	+$2.22K	0.41%	34
2020 Q2	$1.08M	Sell	12,240 -1,396	-10%	-$122K	0.48%	32
2020 Q1	$1.16M	Buy	+13,636	New	+$1.16M	0.61%	31

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sharkey, Howes & Javer's BND Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 61,580 shares — an estimated $4.39M sold.

Sharkey, Howes & Javer first reported a position in BND in Q1 2020 and held it in 6 quarters. The position peaked at $4.39M in Q3 2022. 1,248 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Sharkey, Howes & Javer reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Sharkey, Howes & Javer sold 61,580 Vanguard Total Bond Market shares in Q4 2022, an estimated $4.39M.
Sharkey, Howes & Javer first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 6 quarters.
Sharkey, Howes & Javer's Vanguard Total Bond Market position peaked at $4.39M in Q3 2022.
1,248 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.