UBP Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

UBP Investment 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
2022 Q3	$2.07M	Hold	29,050	–	–	1.07%	22
2022 Q2	$2.19M	Hold	29,050	–	–	0.87%	23
2022 Q1	$2.31M	Hold	29,050	–	–	0.86%	26
2021 Q4	$2.46M	Hold	29,050	–	–	0.9%	26
2021 Q3	$2.48M	Hold	29,050	–	–	0.96%	25
2021 Q2	$2.5M	Hold	29,050	–	–	0.92%	25
2021 Q1	$2.46M	Hold	29,050	–	–	1%	23
2020 Q4	$2.56M	Buy	+29,050	New	+$2.56M	1.32%	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

UBP Investment Advisors's BND Position: Q3 2022 in Review

UBP Investment Advisors held its Vanguard Total Bond Market (BND) position steady in Q3 2022 at 29,050 shares worth $2.07M. The position accounts for 1.07% of the portfolio, ranked #22.

UBP Investment Advisors first reported a position in BND in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.56M in Q4 2020. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

UBP Investment Advisors held 29,050 shares of Vanguard Total Bond Market worth $2.07M as of Q3 2022.
UBP Investment Advisors left its Vanguard Total Bond Market share count unchanged in Q3 2022.
Vanguard Total Bond Market made up 1.07% of UBP Investment Advisors's portfolio in Q3 2022, its #22 holding.
UBP Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 8 quarters since.
UBP Investment Advisors's Vanguard Total Bond Market position peaked at $2.56M in Q4 2020.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.