StrongBox Wealth’s Vanguard Total Bond Market BND Stock Holding History

StrongBox Wealth’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 Q1	–	Sell	-5,590	Closed	-$474K	–	90
2021 Q4	$474K	Sell	5,590 -340	-6%	-$29K	0.24%	70
2021 Q3	$507K	Sell	5,930 -1,000	-14%	-$86.3K	0.28%	62
2021 Q2	$595K	Sell	6,930 -256	-4%	-$21.8K	0.34%	58
2021 Q1	$609K	Sell	7,186 -1,200	-14%	-$103K	0.38%	55
2020 Q4	$740K	Hold	8,386	–	–	0.48%	50
2020 Q3	$740K	Buy	8,386 +174	+2%	+$15.4K	0.54%	48
2020 Q2	$725K	Hold	8,212	–	–	0.66%	45
2020 Q1	$701K	Buy	+8,212	New	+$698K	0.8%	40

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

StrongBox Wealth's BND Position: Q1 2022 in Review

StrongBox Wealth sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 5,590 shares — an estimated $474K sold.

StrongBox Wealth first reported a position in BND in Q1 2020 and held it in 8 quarters. The position peaked at $740K in Q4 2020. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

StrongBox Wealth reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
StrongBox Wealth sold 5,590 Vanguard Total Bond Market shares in Q1 2022, an estimated $474K.
StrongBox Wealth first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 8 quarters.
StrongBox Wealth's Vanguard Total Bond Market position peaked at $740K in Q4 2020.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on StrongBox Wealth's 13F filing for Q1 2022, filed 14 Apr 2022.