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Sonora Investment Management Group’s Vanguard Total Bond Market BND Stock Holding History

Sonora Investment Management Group’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
-2,590
Closed -$206K – 247
2022
Q1 		$206K Buy
+2,590
New +$212K 0.02% 202

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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

Sonora Investment Management Group's BND Position: Q2 2022 in Review

Sonora Investment Management Group sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 2,590 shares — an estimated $206K sold.

Sonora Investment Management Group first reported a position in BND in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Sonora Investment Management Group reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Sonora Investment Management Group sold 2,590 Vanguard Total Bond Market shares in Q2 2022, an estimated $206K.
  • Sonora Investment Management Group first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 1 quarter.
  • Sonora Investment Management Group's Vanguard Total Bond Market position peaked at $206K in Q1 2022.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Sonora Investment Management Group's 13F filing for Q2 2022, filed 15 Aug 2022.