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

Wealthstreet 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
2021
Q3 		– Sell
-3,000
Closed -$258K – 73
2021
Q2 		$258K Sell
3,000
-44,952
-94% -$3.83M 1.34% 24
2021
Q1 		$4.06M Sell
47,952
-2,132
-4% -$184K 0.4% 63
2020
Q4 		$4.42M Buy
50,084
+3,637
+8% +$320K 0.45% 53
2020
Q3 		$4.1M Buy
46,447
+20,425
+78% +$1.81M 0.46% 53
2020
Q2 		$2.3M Buy
26,022
+769
+3% +$67.2K 0.28% 87
2020
Q1 		$2.15M Sell
25,253
-567
-2% -$48.2K 0.32% 78
2019
Q4 		$2.17M Buy
25,820
+11,961
+86% +$1.01M 0.25% 94
2019
Q3 		$1.16M Sell
13,859
-11,727
-46% -$983K 0.15% 124
2019
Q2 		$2.13M Sell
25,586
-1,766
-6% -$144K 0.27% 88
2019
Q1 		$2.22M Buy
27,352
+4,108
+18% +$328K 0.29% 84
2018
Q4 		$1.85M Sell
23,244
-2,556
-10% -$200K 0.26% 94
2018
Q3 		$2.03M Buy
25,800
+1,101
+4% +$87K 0.25% 91
2018
Q2 		$1.96M Sell
24,699
-3,995
-14% -$316K 0.26% 94
2018
Q1 		$2.29M Sell
28,694
-1,501
-5% -$120K 0.29% 87
2017
Q4 		$2.46M Buy
+30,195
New +$2.47M 0.3% 87

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthstreet Investment Advisors's BND Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2021, closing a stake of 3,000 shares — an estimated $258K sold.

Wealthstreet Investment Advisors first reported a position in BND in Q4 2017 and held it in 15 quarters. The position peaked at $4.42M in Q4 2020. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 3,000 Vanguard Total Bond Market shares in Q3 2021, an estimated $258K.
  • Wealthstreet Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Vanguard Total Bond Market position peaked at $4.42M in Q4 2020.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.