Ten Capital Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-443	Closed	-$32.7K	–	226
2023 Q1	$32.7K	Hold	443	–	–	0.01%	263
2022 Q4	$31.8K	Hold	443	–	–	0.01%	216
2022 Q3	$32K	Hold	443	–	–	0.01%	190
2022 Q2	$33K	Buy	443 +163	+58%	+$12.4K	0.01%	166
2022 Q1	$22K	Sell	280 -50	-15%	-$4.08K	0.01%	208
2021 Q4	$28K	Sell	330 -67	-17%	-$5.71K	0.01%	185
2021 Q3	$34K	Buy	+397	New	+$34.3K	0.02%	162

Other funds holding BND

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ten Capital Wealth Advisors's BND Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 443 shares — an estimated $32.7K sold.

Ten Capital Wealth Advisors first reported a position in BND in Q3 2021 and held it in 7 quarters. The position peaked at $34K in Q3 2021. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 443 Vanguard Total Bond Market shares in Q2 2023, an estimated $32.7K.
Ten Capital Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Vanguard Total Bond Market position peaked at $34K in Q3 2021.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.