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

Wipfli 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
2022
Q3 		$389K Buy
+5,458
New +$408K 0.03% 277
2022
Q2 		– Sell
-5,769
Closed -$459K – 89
2022
Q1 		$459K Buy
+5,769
New +$471K 0.05% 62

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

Wipfli Financial Advisors's BND Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Total Bond Market (BND) in Q3 2022: 5,458 shares worth $389K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in BND as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in BND in Q1 2022 and has held it in 2 quarters since. The position peaked at $459K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Wipfli Financial Advisors held 5,458 shares of Vanguard Total Bond Market worth $389K as of Q3 2022.
  • Vanguard Total Bond Market was a new Wipfli Financial Advisors position in Q3 2022.
  • Vanguard Total Bond Market made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #277 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 2 quarters since.
  • Wipfli Financial Advisors's Vanguard Total Bond Market position peaked at $459K in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.