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Strategic Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Strategic Asset 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
2022
Q3 		$17K Hold
242
– – 0.03% 271
2022
Q2 		$18K Sell
242
-61
-20% -$4.64K 0.03% 290
2022
Q1 		$24K Sell
303
-901
-75% -$73.6K 0.03% 253
2021
Q4 		$102K Hold
1,204
– – 0.14% 94
2021
Q3 		$103K Buy
+1,204
New +$104K 0.14% 94

Other funds holding BND

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

Strategic Asset Management's BND Position: Q3 2022 in Review

Strategic Asset Management held its Vanguard Total Bond Market (BND) position steady in Q3 2022 at 242 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #271.

Strategic Asset Management first reported a position in BND in Q3 2021 and has held it in 5 quarters since. The position peaked at $103K in Q3 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Strategic Asset Management held 242 shares of Vanguard Total Bond Market worth $17K as of Q3 2022.
  • Strategic Asset Management left its Vanguard Total Bond Market share count unchanged in Q3 2022.
  • Vanguard Total Bond Market made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #271 holding.
  • Strategic Asset Management first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Vanguard Total Bond Market position peaked at $103K in Q3 2021.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.