Tiedemann Advisors’s Vanguard Total Bond Market BND Stock Holding History

Tiedemann 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
2021 Q3	–	Sell	-34,496	Closed	-$2.96M	–	309
2021 Q2	$2.96M	Buy	34,496 +22	+0.1%	+$1.88K	0.12%	86
2021 Q1	$2.92M	Sell	34,474 -1,266	-4%	-$109K	0.13%	80
2020 Q4	$3.15M	Hold	35,740	–	–	0.15%	69
2020 Q3	$3.15M	Sell	35,740 -5,312	-13%	-$471K	0.15%	93
2020 Q2	$3.63M	Buy	41,052 +7,749	+23%	+$677K	0.19%	82
2020 Q1	$2.84M	Buy	+33,303	New	+$2.83M	0.18%	83

Other funds holding BND

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MFRM

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

Tiedemann Advisors's BND Position: Q3 2021 in Review

Tiedemann Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 34,496 shares — an estimated $2.96M sold.

Tiedemann Advisors first reported a position in BND in Q1 2020 and held it in 6 quarters. The position peaked at $3.63M in Q2 2020. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Tiedemann Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 34,496 Vanguard Total Bond Market shares in Q3 2021, an estimated $2.96M.
Tiedemann Advisors first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 6 quarters.
Tiedemann Advisors's Vanguard Total Bond Market position peaked at $3.63M in Q2 2020.
1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.