TC
BND icon

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 5.78% 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
JP Morgan Chase New York $1.47T 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 $376B 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