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Smith Shellnut Wilson’s Vanguard Total Bond Market BND Stock Holding History

Smith Shellnut Wilson’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
2021
Q3 		– Sell
-391
Closed -$34K – 160
2021
Q2 		$34K Hold
391
– – 0.02% 141
2021
Q1 		$33K Hold
391
– – 0.02% 139
2020
Q4 		$34K Buy
391
+357
+1,050% +$31.4K 0.02% 139
2020
Q3 		$391 Sell
34
-357
-91% -$31.7K 0.15% 75
2020
Q2 		$35K Hold
391
– – 0.03% 121
2020
Q1 		$33K Buy
+391
New +$33.2K 0.03% 115

Other funds holding BND

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Smith Shellnut Wilson's BND Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 391 shares — an estimated $34K sold.

Smith Shellnut Wilson first reported a position in BND in Q1 2020 and held it in 6 quarters. The position peaked at $35K in Q2 2020. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Smith Shellnut Wilson reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 391 Vanguard Total Bond Market shares in Q3 2021, an estimated $34K.
  • Smith Shellnut Wilson first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 6 quarters.
  • Smith Shellnut Wilson's Vanguard Total Bond Market position peaked at $35K in Q2 2020.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.