Tarbox Family Office’s Vanguard Total Bond Market BND Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-152	Closed	-$12K	–	232
2022 Q1	$12K	Sell	152 -4	-3%	-$327	﹤0.01%	355
2021 Q4	$13K	Buy	156 +6	+4%	+$511	﹤0.01%	415
2021 Q3	$13K	Hold	150	–	–	﹤0.01%	447
2021 Q2	$13K	Hold	150	–	–	﹤0.01%	440
2021 Q1	$13K	Hold	150	–	–	﹤0.01%	379
2020 Q4	$13K	Sell	150 -307	-67%	-$27K	﹤0.01%	367
2020 Q3	$40K	Buy	457 +2	+0.4%	+$177	0.01%	206
2020 Q2	$40K	Buy	455 +1	+0.2%	+$87	0.01%	199
2020 Q1	$39K	Buy	454 +355	+359%	+$30.2K	0.01%	183
2019 Q4	$8K	Hold	99	–	–	﹤0.01%	409
2019 Q3	$8K	Buy	+99	New	+$8.3K	﹤0.01%	373
2016 Q2	–	Sell	-184	Closed	-$15K	–	559
2016 Q1	$15K	Buy	+184	New	+$15.1K	0.01%	201

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

Tarbox Family Office's BND Position: Q2 2022 in Review

Tarbox Family Office sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 152 shares — an estimated $12K sold.

Tarbox Family Office first reported a position in BND in Q1 2016 and held it in 12 quarters. The position peaked at $40K in Q3 2020. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Tarbox Family Office reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 152 Vanguard Total Bond Market shares in Q2 2022, an estimated $12K.
Tarbox Family Office first reported a position in Vanguard Total Bond Market in Q1 2016 and held it in 12 quarters.
Tarbox Family Office's Vanguard Total Bond Market position peaked at $40K in Q3 2020.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.