Ackerman Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Ackerman Capital 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
2020 Q2	–	Sell	-88,056	Closed	-$7.52M	–	126
2020 Q1	$7.52M	Sell	88,056 -46,366	-34%	-$3.94M	2.93%	10
2019 Q4	$11.3M	Sell	134,422 -21,728	-14%	-$1.83M	3.33%	7
2019 Q3	$13.2M	Sell	156,150 -723	-0.5%	-$60.6K	4.55%	5
2019 Q2	$13K	Buy	156,873 +66,117	+73%	+$5.39M	0.06%	50
2019 Q1	$7.37K	Sell	90,756 -461	-0.5%	-$36.8K	0.04%	49
2018 Q4	$7.22K	Buy	+91,217	New	+$7.13M	0.56%	28
2018 Q1	$11.7M	Sell	143,051 -9,015	-6%	-$722K	4.68%	7
2017 Q4	$12.5M	Buy	+152,066	New	+$12.4M	5.29%	4
2017 Q2	$10.8M	Buy	+131,882	New	+$10.8M	4.51%	7

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFRM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ackerman Capital Advisors's BND Position: Q2 2020 in Review

Ackerman Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 88,056 shares — an estimated $7.52M sold.

Ackerman Capital Advisors first reported a position in BND in Q2 2017 and held it in 9 quarters. The position peaked at $13.2M in Q3 2019. 927 funds tracked by Wall St. Rank hold BND as of Q2 2020.

Ackerman Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 88,056 Vanguard Total Bond Market shares in Q2 2020, an estimated $7.52M.
Ackerman Capital Advisors first reported a position in Vanguard Total Bond Market in Q2 2017 and held it in 9 quarters.
Ackerman Capital Advisors's Vanguard Total Bond Market position peaked at $13.2M in Q3 2019.
927 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Ackerman Capital Advisors's 13F filing for Q2 2020, filed 20 Aug 2020.