Surevest’s Vanguard Total Bond Market BND Stock Holding History

Surevest’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	$1.97M	Sell	27,644 -156	-0.6%	-$11.7K	0.54%	75
2022 Q2	$2.09M	Sell	27,800 -11,715	-30%	-$892K	0.55%	70
2022 Q1	$3.14M	Sell	39,515 -154,268	-80%	-$12.6M	0.76%	58
2021 Q4	$16.4M	Sell	193,783 -2,753	-1%	-$234K	3.89%	2
2021 Q3	$16.8M	Buy	196,536 +7,355	+4%	+$635K	4.24%	2
2021 Q2	$16.2M	Buy	189,181 +3,095	+2%	+$264K	4.24%	2
2021 Q1	$15.8M	Sell	186,086 -7,829	-4%	-$675K	4.77%	1
2020 Q4	$17.1M	Buy	193,915 +24,648	+15%	+$2.17M	5.7%	1
2020 Q3	$14.9M	Buy	169,267 +6,985	+4%	+$619K	5.87%	1
2020 Q2	$14.3M	Buy	162,282 +10,070	+7%	+$880K	6.34%	1
2020 Q1	$13M	Buy	152,212 +133,118	+697%	+$11.3M	7.07%	1
2019 Q4	$1.6M	Buy	+19,094	New	+$1.61M	0.68%	72

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

Surevest's BND Position: Q3 2022 in Review

Surevest reduced its Vanguard Total Bond Market (BND) stake by 0.56% in Q3 2022, selling an estimated $11.7K and leaving 27,644 shares worth $1.97M. The position accounts for 0.54% of the portfolio, ranked #75.

Surevest first reported a position in BND in Q4 2019 and has held it in 12 quarters since. The position peaked at $17.1M in Q4 2020. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

Surevest held 27,644 shares of Vanguard Total Bond Market worth $1.97M as of Q3 2022.
Surevest sold 156 Vanguard Total Bond Market shares in Q3 2022, an estimated $11.7K.
Vanguard Total Bond Market made up 0.54% of Surevest's portfolio in Q3 2022, its #75 holding.
Surevest first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 12 quarters since.
Surevest's Vanguard Total Bond Market position peaked at $17.1M in Q4 2020.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.