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

Strategic Equity 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 Q2	–	Sell	-101,468	Closed	-$8.07M	–	41
2022 Q1	$8.07M	Buy	101,468 +73,713	+266%	+$6.02M	2.9%	15
2021 Q4	$2.35M	Sell	27,755 -2,498	-8%	-$213K	0.74%	25
2021 Q3	$2.58M	Sell	30,253 -726	-2%	-$62.7K	0.87%	23
2021 Q2	$2.66M	Sell	30,979 -147	-0.5%	-$12.5K	0.91%	23
2021 Q1	$2.64M	Buy	31,126 +1,303	+4%	+$112K	1.11%	18
2020 Q4	$2.63M	Buy	+29,823	New	+$2.62M	1.18%	17

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

Strategic Equity Management's BND Position: Q2 2022 in Review

Strategic Equity Management sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 101,468 shares — an estimated $8.07M sold.

Strategic Equity Management first reported a position in BND in Q4 2020 and held it in 6 quarters. The position peaked at $8.07M in Q1 2022. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Strategic Equity Management reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Strategic Equity Management sold 101,468 Vanguard Total Bond Market shares in Q2 2022, an estimated $8.07M.
Strategic Equity Management first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 6 quarters.
Strategic Equity Management's Vanguard Total Bond Market position peaked at $8.07M in Q1 2022.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Strategic Equity Management's 13F filing for Q2 2022, filed 26 Jul 2022.