Whitener Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Whitener Capital Management’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 Q1	–	Sell	-2,786	Closed	-$200K	–	137
2022 Q4	$200K	Buy	+2,786	New	+$200K	0.09%	128
2022 Q3	–	Sell	-2,892	Closed	-$217K	–	136
2022 Q2	$217K	Sell	2,892 -1,075	-27%	-$81.8K	0.1%	127
2022 Q1	$315K	Hold	3,967	–	–	0.12%	114
2021 Q4	$336K	Sell	3,967 -378	-9%	-$32.2K	0.12%	113
2021 Q3	$383K	Buy	4,345 +220	+5%	+$19K	0.18%	91
2021 Q2	$354K	Sell	4,125 -180	-4%	-$15.4K	0.14%	106
2021 Q1	$364K	Sell	4,305 -40	-0.9%	-$3.45K	0.16%	100
2020 Q4	$383K	Hold	4,345	–	–	0.18%	92
2020 Q3	$383K	Hold	4,345	–	–	0.18%	85
2020 Q2	$383K	Hold	4,345	–	–	0.2%	87
2020 Q1	$370K	Sell	4,345 -350	-7%	-$29.7K	0.24%	74
2019 Q4	$393K	Hold	4,695	–	–	0.2%	96
2019 Q3	$396K	Hold	4,695	–	–	0.22%	88
2019 Q2	$390K	Buy	4,695 +680	+17%	+$55.4K	0.22%	92
2019 Q1	$325K	Buy	4,015 +690	+21%	+$55.1K	0.21%	95
2018 Q4	$263K	Buy	3,325 +950	+40%	+$74.3K	0.19%	102
2018 Q3	$186K	Buy	+2,375	New	+$188K	0.12%	128
2018 Q2	–	Sell	-680	Closed	-$54K	–	154
2018 Q1	$54K	Buy	+680	New	+$54.4K	0.04%	190

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitener Capital Management's BND Position: Q1 2023 in Review

Whitener Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 2,786 shares — an estimated $200K sold.

Whitener Capital Management first reported a position in BND in Q1 2018 and held it in 18 quarters. The position peaked at $396K in Q3 2019. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Whitener Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Whitener Capital Management sold 2,786 Vanguard Total Bond Market shares in Q1 2023, an estimated $200K.
Whitener Capital Management first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 18 quarters.
Whitener Capital Management's Vanguard Total Bond Market position peaked at $396K in Q3 2019.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Whitener Capital Management's 13F filing for Q1 2023, filed 12 Apr 2023.