Teamwork Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Teamwork Financial Advisors’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 Q1	–	Sell	-5,242	Closed	-$444K	–	252
2021 Q4	$444K	Buy	5,242 +912	+21%	+$77.7K	0.08%	198
2021 Q3	$370K	Sell	4,330 -3,501	-45%	-$302K	0.07%	194
2021 Q2	$673K	Sell	7,831 -5,919	-43%	-$505K	0.14%	123
2021 Q1	$1.17M	Buy	13,750 +178	+1%	+$15.4K	0.27%	75
2020 Q4	$1.2M	Buy	13,572 +2,866	+27%	+$252K	0.28%	75
2020 Q3	$944K	Buy	10,706 +1,569	+17%	+$139K	0.29%	75
2020 Q2	$807K	Buy	+9,137	New	+$799K	0.29%	80

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Teamwork Financial Advisors's BND Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 5,242 shares — an estimated $444K sold.

Teamwork Financial Advisors first reported a position in BND in Q2 2020 and held it in 7 quarters. The position peaked at $1.2M in Q4 2020. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Teamwork Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 5,242 Vanguard Total Bond Market shares in Q1 2022, an estimated $444K.
Teamwork Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's Vanguard Total Bond Market position peaked at $1.2M in Q4 2020.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.