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TRUADVICE’s Vanguard Total Bond Market BND Stock Holding History

TRUADVICE’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
Q4 		– Sell
-5,858
Closed -$502K – 109
2021
Q3 		$502K Buy
5,858
+708
+14% +$61.1K 0.46% 65
2021
Q2 		$447K Buy
5,150
+1,495
+41% +$128K 0.1% 187
2021
Q1 		$311K Buy
+3,655
New +$315K 0.09% 196

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRUADVICE's BND Position: Q4 2021 in Review

TRUADVICE sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 5,858 shares — an estimated $502K sold.

TRUADVICE first reported a position in BND in Q1 2021 and held it in 3 quarters. The position peaked at $502K in Q3 2021. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • TRUADVICE reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 5,858 Vanguard Total Bond Market shares in Q4 2021, an estimated $502K.
  • TRUADVICE first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 3 quarters.
  • TRUADVICE's Vanguard Total Bond Market position peaked at $502K in Q3 2021.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.