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

YHB 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
2022 Q4	–	Sell	-10,915	Closed	-$779K	–	284
2022 Q3	$779K	Hold	10,915	–	–	0.09%	159
2022 Q2	$821K	Buy	10,915 +36	+0.3%	+$2.74K	0.09%	161
2022 Q1	$865K	Sell	10,879 -627	-5%	-$51.2K	0.08%	169
2021 Q4	$975K	Buy	11,506 +1,111	+11%	+$94.6K	0.08%	168
2021 Q3	$888K	Sell	10,395 -1,400	-12%	-$121K	0.08%	170
2021 Q2	$1.01M	Sell	11,795 -1,480	-11%	-$126K	0.09%	166
2021 Q1	$1.13M	Sell	13,275 -678	-5%	-$58.5K	0.1%	159
2020 Q4	$1.23M	Hold	13,953	–	–	0.12%	149
2020 Q3	$1.23M	Buy	+13,953	New	+$1.24M	0.13%	138

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

YHB Investment Advisors's BND Position: Q4 2022 in Review

YHB Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 10,915 shares — an estimated $779K sold.

YHB Investment Advisors first reported a position in BND in Q3 2020 and held it in 9 quarters. The position peaked at $1.23M in Q4 2020. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

YHB Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
YHB Investment Advisors sold 10,915 Vanguard Total Bond Market shares in Q4 2022, an estimated $779K.
YHB Investment Advisors first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 9 quarters.
YHB Investment Advisors's Vanguard Total Bond Market position peaked at $1.23M in Q4 2020.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on YHB Investment Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.