ZIG
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Zullo Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Zullo Investment Group’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
-429
Closed -$30.8K – 197
2022
Q4 		$30.8K Hold
429
– – 0.02% 331
2022
Q3 		$31K Hold
429
– – 0.02% 331
2022
Q2 		$32K Sell
429
-249
-37% -$18.9K 0.02% 333
2022
Q1 		$54K Sell
678
-367
-35% -$30K 0.03% 295
2021
Q4 		$89K Buy
+1,045
New +$89K 0.05% 235

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zullo Investment Group's BND Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 429 shares — an estimated $30.8K sold.

Zullo Investment Group first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $89K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 429 Vanguard Total Bond Market shares in Q1 2023, an estimated $30.8K.
  • Zullo Investment Group first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Total Bond Market position peaked at $89K in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.