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Transparent Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Transparent Wealth Partners’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
Q3 		– Sell
-64,021
Closed -$4.82M – 31
2022
Q2 		$4.82M Buy
+64,021
New +$4.87M 4.25% 7

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Jones Financial Companies
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Creative Planning
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LPL Financial
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Envestnet Asset Management
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transparent Wealth Partners's BND Position: Q3 2022 in Review

Transparent Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 64,021 shares — an estimated $4.82M sold.

Transparent Wealth Partners first reported a position in BND in Q2 2022 and held it in 1 quarter. The position peaked at $4.82M in Q2 2022. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Transparent Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 64,021 Vanguard Total Bond Market shares in Q3 2022, an estimated $4.82M.
  • Transparent Wealth Partners first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's Vanguard Total Bond Market position peaked at $4.82M in Q2 2022.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Transparent Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.