20/20 Capital Management’s Vanguard Total Bond Market BND Stock Holding History

20/20 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
2021 Q2	$582K	Buy	6,775 +175	+3%	+$14.9K	0.15%	96
2021 Q1	$559K	Buy	6,600 +360	+6%	+$31K	0.16%	90
2020 Q4	$544K	Buy	6,240 +440	+8%	+$38.7K	0.16%	96
2020 Q3	$512K	Buy	5,800 +3,150	+119%	+$279K	0.19%	89
2020 Q2	$237K	Sell	2,650 -1,110	-30%	-$97K	0.09%	120
2020 Q1	$328K	Sell	3,760 -540	-13%	-$45.9K	0.15%	100
2019 Q4	$365K	Buy	+4,300	New	+$362K	0.15%	103

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

20/20 Capital Management's BND Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard Total Bond Market (BND) stake by 2.7% in Q2 2021, buying an estimated $14.9K and bringing the position to 6,775 shares worth $582K. The position accounts for 0.15% of the portfolio, ranked #96.

20/20 Capital Management first reported a position in BND in Q4 2019 and has held it in 7 quarters since. 1,096 funds tracked by Wall St. Rank hold BND as of Q2 2021.

20/20 Capital Management held 6,775 shares of Vanguard Total Bond Market worth $582K as of Q2 2021.
20/20 Capital Management bought 175 Vanguard Total Bond Market shares in Q2 2021, an estimated $14.9K.
Vanguard Total Bond Market made up 0.15% of 20/20 Capital Management's portfolio in Q2 2021, its #96 holding.
20/20 Capital Management first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 7 quarters since.
1,096 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.