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Wellspring Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Wellspring Financial 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
2023
Q2 		– Sell
-18,720
Closed -$1.38M – 119
2023
Q1 		$1.38M Sell
18,720
-173
-0.9% -$12.7K 0.41% 42
2022
Q4 		$1.36M Sell
18,893
-1,852
-9% -$133K 0.45% 41
2022
Q3 		$1.48M Buy
20,745
+40
+0.2% +$2.99K 0.55% 35
2022
Q2 		$1.56M Sell
20,705
-20,289
-49% -$1.54M 0.54% 34
2022
Q1 		$3.26M Sell
40,994
-5,740
-12% -$469K 0.96% 24
2021
Q4 		$3.96M Sell
46,734
-4,375
-9% -$373K 1.1% 22
2021
Q3 		$4.37M Sell
51,109
-8,282
-14% -$715K 1.32% 19
2021
Q2 		$5.1M Sell
59,391
-89,986
-60% -$7.68M 1.6% 19
2021
Q1 		$12.7M Buy
149,377
+38,921
+35% +$3.36M 6.15% 4
2020
Q4 		$9.74M Sell
110,456
-24,975
-18% -$2.2M 3.4% 9
2020
Q3 		$11.9M Buy
135,431
+1,205
+0.9% +$107K 4.68% 6
2020
Q2 		$11.9M Sell
134,226
-15,151
-10% -$1.32M 4.89% 6
2020
Q1 		$12.7M Buy
+149,377
New +$12.7M 6.15% 4

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellspring Financial Advisors's BND Position: Q2 2023 in Review

Wellspring Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 18,720 shares — an estimated $1.38M sold.

Wellspring Financial Advisors first reported a position in BND in Q1 2020 and held it in 13 quarters. The position peaked at $12.7M in Q1 2021. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • Wellspring Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 18,720 Vanguard Total Bond Market shares in Q2 2023, an estimated $1.38M.
  • Wellspring Financial Advisors first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 13 quarters.
  • Wellspring Financial Advisors's Vanguard Total Bond Market position peaked at $12.7M in Q1 2021.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Wellspring Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.