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

Strategic Wealth 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
2021
Q2 		$287K Hold
3,347
– – 0.1% 102
2021
Q1 		$284K Sell
3,347
-9
-0.3% -$776 0.11% 108
2020
Q4 		$296K Hold
3,356
– – 0.13% 89
2020
Q3 		$296K Buy
+3,356
New +$298K 0.14% 85

Other funds holding BND

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Strategic Wealth Management Group's BND Position: Q2 2021 in Review

Strategic Wealth Management Group held its Vanguard Total Bond Market (BND) position steady in Q2 2021 at 3,347 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #102.

Strategic Wealth Management Group first reported a position in BND in Q3 2020 and has held it in 4 quarters since. The position peaked at $296K in Q4 2020. 1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

  • Strategic Wealth Management Group held 3,347 shares of Vanguard Total Bond Market worth $287K as of Q2 2021.
  • Strategic Wealth Management Group left its Vanguard Total Bond Market share count unchanged in Q2 2021.
  • Vanguard Total Bond Market made up 0.1% of Strategic Wealth Management Group's portfolio in Q2 2021, its #102 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 4 quarters since.
  • Strategic Wealth Management Group's Vanguard Total Bond Market position peaked at $296K in Q4 2020.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.