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Unionview LLC’s Vanguard Total Bond Market BND Stock Holding History

Unionview LLC’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 		– Sell
-3,058
Closed -$243K – 80
2022
Q1 		$243K Hold
3,058
– – 0.23% 74
2021
Q4 		$259K Buy
+3,058
New +$260K 0.24% 77

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Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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

Unionview LLC's BND Position: Q2 2022 in Review

Unionview LLC sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 3,058 shares — an estimated $243K sold.

Unionview LLC first reported a position in BND in Q4 2021 and held it in 2 quarters. The position peaked at $259K in Q4 2021. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Unionview LLC reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Unionview LLC sold 3,058 Vanguard Total Bond Market shares in Q2 2022, an estimated $243K.
  • Unionview LLC first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 2 quarters.
  • Unionview LLC's Vanguard Total Bond Market position peaked at $259K in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Unionview LLC's 13F filing for Q2 2022, filed 9 Aug 2022.