Summit Securities Group’s Vanguard Total Bond Market BND Stock Holding History

Summit Securities 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
2023 Q1	–	Sell	-2,500	Closed	-$180K	–	841
2022 Q4	$180K	Hold	2,500	–	–	0.01%	506
2022 Q3	$178K	Sell	2,500 -47,500	-95%	-$3.55M	0.01%	436
2022 Q2	$3.76M	Buy	50,000 +45,000	+900%	+$3.42M	0.47%	40
2022 Q1	$398K	Sell	5,000 -10,000	-67%	-$817K	0.04%	257
2021 Q4	$1.27M	Buy	15,000 +7,000	+88%	+$596K	0.06%	220
2021 Q3	$684K	Hold	8,000	–	–	0.05%	329
2021 Q2	$687K	Sell	8,000 -29,000	-78%	-$2.47M	0.06%	316
2021 Q1	$3.13M	Buy	37,000 +22,000	+147%	+$1.9M	0.34%	57
2020 Q4	$1.32M	Sell	15,000 -20,000	-57%	-$1.76M	0.11%	197
2020 Q3	$3.09M	Buy	35,000 +5,000	+17%	+$443K	0.32%	63
2020 Q2	$2.65M	Buy	+30,000	New	+$2.62M	0.33%	70
2020 Q1	–	Sell	-10,000	Closed	-$839K	–	310
2019 Q4	$839K	Buy	+10,000	New	+$841K	0.06%	234
2019 Q3	–	Sell	-5,000	Closed	-$415K	–	341
2019 Q2	$415K	Buy	+5,000	New	+$407K	0.05%	227
2017 Q2	–	Sell	-5,000	Closed	-$405K	–	251
2017 Q1	$405K	Buy	+5,000	New	+$404K	0.12%	185
2016 Q2	–	Sell	-26,017	Closed	-$2.15M	–	253
2016 Q1	$2.15M	Buy	26,017 +21,017	+420%	+$1.72M	1.51%	15
2015 Q4	$404K	Buy	+5,000	New	+$407K	0.13%	118
2014 Q4	–	Sell	-1,000	Closed	-$82K	–	615
2014 Q3	$82K	Buy	+1,000	New	+$82K	0.02%	329

Other funds holding BND

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Summit Securities Group's BND Position: Q1 2023 in Review

Summit Securities Group sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 2,500 shares — an estimated $180K sold.

Summit Securities Group first reported a position in BND in Q3 2014 and held it in 17 quarters. The position peaked at $3.76M in Q2 2022. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Summit Securities Group reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 2,500 Vanguard Total Bond Market shares in Q1 2023, an estimated $180K.
Summit Securities Group first reported a position in Vanguard Total Bond Market in Q3 2014 and held it in 17 quarters.
Summit Securities Group's Vanguard Total Bond Market position peaked at $3.76M in Q2 2022.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.