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Shilanski & Associates’s Vanguard Total Bond Market BND Stock Holding History

Shilanski & Associates’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
-10,815
Closed -$771K – 120
2022
Q3 		$771K Buy
+10,815
New +$809K 0.28% 47
2022
Q2 		– Sell
-2,600
Closed -$207K – 115
2022
Q1 		$207K Buy
+2,600
New +$212K 0.09% 114

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

Shilanski & Associates's BND Position: Q4 2022 in Review

Shilanski & Associates sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 10,815 shares — an estimated $771K sold.

Shilanski & Associates first reported a position in BND in Q1 2022 and held it in 2 quarters. The position peaked at $771K in Q3 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Shilanski & Associates reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 10,815 Vanguard Total Bond Market shares in Q4 2022, an estimated $771K.
  • Shilanski & Associates first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 2 quarters.
  • Shilanski & Associates's Vanguard Total Bond Market position peaked at $771K in Q3 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.