Titus Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Titus Wealth Management’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	$552K	Sell	7,332 -597	-8%	-$45.4K	0.28%	61
2022 Q1	$631K	Sell	7,929 -693	-8%	-$56.6K	0.28%	60
2021 Q4	$731K	Sell	8,622 -255	-3%	-$21.7K	0.33%	52
2021 Q3	$760K	Buy	8,877 +2,214	+33%	+$191K	0.4%	41
2021 Q2	$572K	Buy	6,663 +166	+3%	+$14.2K	0.31%	54
2021 Q1	$550K	Buy	6,497 +55	+0.9%	+$4.74K	0.32%	55
2020 Q4	$568K	Buy	6,442 +539	+9%	+$47.4K	0.35%	51
2020 Q3	$521K	Buy	5,903 +217	+4%	+$19.2K	0.37%	53
2020 Q2	$502K	Sell	5,686 -75	-1%	-$6.56K	0.4%	49
2020 Q1	$492K	Buy	5,761 +346	+6%	+$29.4K	0.46%	45
2019 Q4	$454K	Buy	5,415 +240	+5%	+$20.2K	0.46%	50
2019 Q3	$437K	Buy	+5,175	New	+$434K	0.4%	50
2019 Q2	–	Sell	-6,248	Closed	-$507	–	95
2019 Q1	$507	Buy	+6,248	New	+$499K	0.45%	43
2018 Q4	–	Sell	-6,572	Closed	-$517K	–	93
2018 Q3	$517K	Sell	6,572 -555	-8%	-$43.9K	0.45%	38
2018 Q2	$564K	Buy	+7,127	New	+$563K	0.6%	29
2018 Q1	–	Hold	0	–	–	–	39
2017 Q4	–	Hold	0	–	–	–	21

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

Titus Wealth Management's BND Position: Q2 2022 in Review

Titus Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 7.5% in Q2 2022, selling an estimated $45.4K and leaving 7,332 shares worth $552K. The position accounts for 0.28% of the portfolio, ranked #61.

Titus Wealth Management first reported a position in BND in Q2 2018 and has held it in 15 quarters since. The position peaked at $760K in Q3 2021. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Titus Wealth Management held 7,332 shares of Vanguard Total Bond Market worth $552K as of Q2 2022.
Titus Wealth Management sold 597 Vanguard Total Bond Market shares in Q2 2022, an estimated $45.4K.
Vanguard Total Bond Market made up 0.28% of Titus Wealth Management's portfolio in Q2 2022, its #61 holding.
Titus Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2018 and has held it in 15 quarters since.
Titus Wealth Management's Vanguard Total Bond Market position peaked at $760K in Q3 2021.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.