W
BND icon

Wealthquest’s Vanguard Total Bond Market BND Stock Holding History

Wealthquest’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 		– Sell
-2,585
Closed -$222K – 136
2021
Q2 		$222K Buy
2,585
+152
+6% +$13K 0.04% 130
2021
Q1 		$206K Buy
2,433
+12
+0.5% +$1.03K 0.04% 136
2020
Q4 		$213K Sell
2,421
-341
-12% -$30K 0.05% 126
2020
Q3 		$243K Sell
2,762
-906
-25% -$80.3K 0.06% 95
2020
Q2 		$324K Buy
+3,668
New +$321K 0.08% 81
2019
Q4 		$324K Sell
3,866
-537
-12% -$45.1K 0.09% 99
2019
Q3 		$371K Buy
4,403
+508
+13% +$42.6K 0.12% 90
2019
Q2 		$323K Sell
3,895
-79
-2% -$6.43K 0.12% 98
2019
Q1 		$322K Buy
3,974
+191
+5% +$15.3K 0.12% 92
2018
Q4 		$299K Buy
+3,783
New +$296K 0.12% 97

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Wealthquest's BND Position: Q3 2021 in Review

Wealthquest sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 2,585 shares — an estimated $222K sold.

Wealthquest first reported a position in BND in Q4 2018 and held it in 10 quarters. The position peaked at $371K in Q3 2019. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Wealthquest reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
  • Wealthquest sold 2,585 Vanguard Total Bond Market shares in Q3 2021, an estimated $222K.
  • Wealthquest first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 10 quarters.
  • Wealthquest's Vanguard Total Bond Market position peaked at $371K in Q3 2019.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Wealthquest's 13F filing for Q3 2021, filed 15 Nov 2021.