Wealth Quarterback’s Vanguard Total Bond Market BND Stock Holding History

Wealth Quarterback’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 Q3	$11K	Buy	120 +1	+0.8%	+$86	0.01%	446
2021 Q2	$11K	Buy	+119	New	+$10.2K	0.01%	458
2020 Q2	–	Sell	-207	Closed	-$17.7K	–	185
2020 Q1	$17.7K	Hold	207	–	–	0.02%	363
2019 Q4	$17.3K	Buy	+207	New	+$17.4K	0.02%	388

Other funds holding BND

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Wealth Quarterback's BND Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard Total Bond Market (BND) stake by 0.84% in Q3 2021, buying an estimated $86 and bringing the position to 120 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #446.

Wealth Quarterback first reported a position in BND in Q4 2019 and has held it in 4 quarters since. The position peaked at $17.7K in Q1 2020. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Wealth Quarterback held 120 shares of Vanguard Total Bond Market worth $11K as of Q3 2021.
Wealth Quarterback bought 1 Vanguard Total Bond Market share in Q3 2021, an estimated $86.
Vanguard Total Bond Market made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #446 holding.
Wealth Quarterback first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's Vanguard Total Bond Market position peaked at $17.7K in Q1 2020.
1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.