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Unison Advisors’s Vanguard Total Bond Market BND Stock Holding History

Unison 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
Q2 		– Sell
-3,660
Closed -$291K – 182
2022
Q1 		$291K Buy
3,660
+12
+0.3% +$980 0.07% 161
2021
Q4 		$309K Buy
3,648
+28
+0.8% +$2.38K 0.07% 156
2021
Q3 		$309K Buy
3,620
+17
+0.5% +$1.47K 0.08% 155
2021
Q2 		$309K Sell
3,603
-6,995
-66% -$597K 0.06% 155
2021
Q1 		$898K Sell
10,598
-5,105
-33% -$440K 0.17% 71
2020
Q4 		$1.39M Buy
15,703
+92
+0.6% +$8.1K 0.31% 68
2020
Q3 		$1.38M Buy
15,611
+5,883
+60% +$522K 0.4% 64
2020
Q2 		$859K Sell
9,728
-68,384
-88% -$5.98M 0.29% 67
2020
Q1 		$6.67M Sell
78,112
-2
-0% -$170 7.19% 1
2019
Q4 		$6.55M Sell
78,114
-4,778
-6% -$402K 4.73% 1
2019
Q3 		$7M Sell
82,892
-19,298
-19% -$1.62M 5.38% 1
2019
Q2 		$8.49M Sell
102,190
-24,423
-19% -$1.99M 6.4% 1
2019
Q1 		$10.3M Sell
126,613
-21,931
-15% -$1.75M 7.61% 1
2018
Q4 		$11.8M Sell
148,544
-6,554
-4% -$512K 9.32% 1
2018
Q3 		$12.2M Sell
155,098
-3,030
-2% -$240K 8.55% 1
2018
Q2 		$12.5M Sell
158,128
-3,782
-2% -$299K 9.2% 1
2018
Q1 		$12.9M Buy
161,910
+18,737
+13% +$1.5M 9.69% 1
2017
Q4 		$11.7M Buy
+143,173
New +$11.7M 8.53% 1

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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

Unison Advisors's BND Position: Q2 2022 in Review

Unison Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 3,660 shares — an estimated $291K sold.

Unison Advisors first reported a position in BND in Q4 2017 and held it in 18 quarters. The position peaked at $12.9M in Q1 2018. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Unison Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Unison Advisors sold 3,660 Vanguard Total Bond Market shares in Q2 2022, an estimated $291K.
  • Unison Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 18 quarters.
  • Unison Advisors's Vanguard Total Bond Market position peaked at $12.9M in Q1 2018.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Unison Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.