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Willis Johnson & Associates’s Vanguard Total Bond Market BND Stock Holding History

Willis Johnson & Associates’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
2022
Q2 		– Sell
-3,016
Closed -$240K – 101
2022
Q1 		$240K Buy
+3,016
New +$246K 0.03% 89
2021
Q1 		– Sell
-7,984
Closed -$704K – 90
2020
Q4 		$704K Buy
+7,984
New +$703K 0.12% 45

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Willis Johnson & Associates's BND Position: Q2 2022 in Review

Willis Johnson & Associates sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 3,016 shares — an estimated $240K sold.

Willis Johnson & Associates first reported a position in BND in Q4 2020 and held it in 2 quarters. The position peaked at $704K in Q4 2020. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Willis Johnson & Associates reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Willis Johnson & Associates sold 3,016 Vanguard Total Bond Market shares in Q2 2022, an estimated $240K.
  • Willis Johnson & Associates first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 2 quarters.
  • Willis Johnson & Associates's Vanguard Total Bond Market position peaked at $704K in Q4 2020.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Willis Johnson & Associates's 13F filing for Q2 2022, filed 18 Jul 2022.