Spearhead Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Spearhead Capital Advisors’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 Q3	$754K	Sell	10,573 -9,125	-46%	-$683K	0.82%	48
2022 Q2	$1.48M	Sell	19,698 -445	-2%	-$33.9K	0.22%	59
2022 Q1	$1.6M	Sell	20,143 -474	-2%	-$38.7K	0.2%	62
2021 Q4	$1.75M	Buy	20,617 +14,865	+258%	+$1.27M	0.21%	61
2021 Q3	$492K	Sell	5,752 -37	-0.6%	-$3.19K	0.07%	96
2021 Q2	$497K	Buy	5,789 +112	+2%	+$9.55K	0.07%	101
2021 Q1	$481K	Buy	5,677 +1,456	+34%	+$126K	0.07%	86
2020 Q4	$372K	Buy	4,221 +610	+17%	+$53.7K	0.06%	124
2020 Q3	$319K	Sell	3,611 -168	-4%	-$14.9K	0.06%	125
2020 Q2	$334K	Buy	3,779 +620	+20%	+$54.2K	0.07%	89
2020 Q1	$270K	Buy	3,159 +201	+7%	+$17.1K	0.08%	87
2019 Q4	$248K	Buy	2,958 +312	+12%	+$26.2K	0.06%	86
2019 Q3	$223K	Buy	2,646 +30	+1%	+$2.52K	0.06%	88
2019 Q2	$217K	Buy	+2,616	New	+$213K	0.06%	78
2019 Q1	–	Sell	-3,917	Closed	-$310K	–	73
2018 Q4	$310K	Buy	+3,917	New	+$306K	0.13%	55

Other funds holding BND

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spearhead Capital Advisors's BND Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Vanguard Total Bond Market (BND) stake by 46% in Q3 2022, selling an estimated $683K and leaving 10,573 shares worth $754K. The position accounts for 0.82% of the portfolio, ranked #48.

Spearhead Capital Advisors first reported a position in BND in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.75M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold BND as of Q3 2022.

Spearhead Capital Advisors held 10,573 shares of Vanguard Total Bond Market worth $754K as of Q3 2022.
Spearhead Capital Advisors sold 9,125 Vanguard Total Bond Market shares in Q3 2022, an estimated $683K.
Vanguard Total Bond Market made up 0.82% of Spearhead Capital Advisors's portfolio in Q3 2022, its #48 holding.
Spearhead Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 15 quarters since.
Spearhead Capital Advisors's Vanguard Total Bond Market position peaked at $1.75M in Q4 2021.
1,148 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.