TAP Consulting’s Vanguard Total Bond Market BND Stock Holding History

TAP Consulting’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	-3,051	Closed	-$218K	–	127
2022 Q3	$218K	Sell	3,051 -488	-14%	-$36.5K	0.06%	117
2022 Q2	$266K	Sell	3,539 -5,188	-59%	-$395K	0.07%	108
2022 Q1	$694K	Sell	8,727 -54,220	-86%	-$4.43M	0.18%	81
2021 Q4	$5.33M	Sell	62,947 -6,970	-10%	-$594K	1.22%	31
2021 Q3	$5.97M	Sell	69,917 -4,790	-6%	-$414K	1.6%	21
2021 Q2	$6.42M	Sell	74,707 -144,965	-66%	-$12.4M	1.8%	18
2021 Q1	$18.6M	Buy	219,672 +52,538	+31%	+$4.53M	5.77%	2
2020 Q4	$14.7M	Buy	167,134 +43,277	+35%	+$3.81M	5.31%	2
2020 Q3	$10.9M	Buy	123,857 +54,668	+79%	+$4.85M	4.29%	2
2020 Q2	$6.11M	Buy	+69,189	New	+$6.05M	3.01%	4

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAP Consulting's BND Position: Q4 2022 in Review

TAP Consulting sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 3,051 shares — an estimated $218K sold.

TAP Consulting first reported a position in BND in Q2 2020 and held it in 10 quarters. The position peaked at $18.6M in Q1 2021. 1,248 funds tracked by Wall St. Rank hold BND as of Q4 2022.

TAP Consulting reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
TAP Consulting sold 3,051 Vanguard Total Bond Market shares in Q4 2022, an estimated $218K.
TAP Consulting first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 10 quarters.
TAP Consulting's Vanguard Total Bond Market position peaked at $18.6M in Q1 2021.
1,248 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on TAP Consulting's 13F filing for Q4 2022, filed 23 Jan 2023.