SSC
BND icon

Syverson Strege & Co’s Vanguard Total Bond Market BND Stock Holding History

Syverson Strege & Co’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
Q4 		– Sell
-190
Closed -$14K – 320
2022
Q3 		$14K Buy
+190
New +$14.2K 0.01% 171

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Syverson Strege & Co's BND Position: Q4 2022 in Review

Syverson Strege & Co sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 190 shares — an estimated $14K sold.

Syverson Strege & Co first reported a position in BND in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Syverson Strege & Co reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 190 Vanguard Total Bond Market shares in Q4 2022, an estimated $14K.
  • Syverson Strege & Co first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 1 quarter.
  • Syverson Strege & Co's Vanguard Total Bond Market position peaked at $14K in Q3 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Syverson Strege & Co's 13F filing for Q4 2022, filed 7 Feb 2023.