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

Sonora Investment Management’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	$178K	Hold	2,082	–	–	0.02%	215
2021 Q2	$179K	Sell	2,082 -57	-3%	-$4.86K	0.02%	204
2021 Q1	$181K	Sell	2,139 -1,710	-44%	-$147K	0.01%	304
2020 Q4	$339K	Buy	3,849 +57	+2%	+$5.01K	0.03%	247
2020 Q3	$334K	Buy	3,792 +942	+33%	+$83.5K	0.03%	224
2020 Q2	$252K	Buy	+2,850	New	+$249K	0.03%	232
2020 Q1	–	Sell	-233	Closed	-$20K	–	1676
2019 Q4	$20K	Buy	+233	New	+$19.6K	﹤0.01%	878
2019 Q3	–	Sell	-85	Closed	-$7K	–	1722
2019 Q2	$7K	Buy	+85	New	+$6.92K	﹤0.01%	1295
2015 Q4	–	Sell	-2,300	Closed	-$188K	–	831
2015 Q3	$188K	Buy	+2,300	New	+$187K	0.06%	121

Other funds holding BND

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 $374B AUM 17.66% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Sonora Investment Management's BND Position: Q3 2021 in Review

Sonora Investment Management held its Vanguard Total Bond Market (BND) position steady in Q3 2021 at 2,082 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #215.

Sonora Investment Management first reported a position in BND in Q3 2015 and has held it in 9 quarters since. The position peaked at $339K in Q4 2020. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Sonora Investment Management held 2,082 shares of Vanguard Total Bond Market worth $178K as of Q3 2021.
Sonora Investment Management left its Vanguard Total Bond Market share count unchanged in Q3 2021.
Vanguard Total Bond Market made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #215 holding.
Sonora Investment Management first reported a position in Vanguard Total Bond Market in Q3 2015 and has held it in 9 quarters since.
Sonora Investment Management's Vanguard Total Bond Market position peaked at $339K in Q4 2020.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.