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Adams Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Adams Wealth 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
2020
Q4 		– Sell
-59
Closed -$5K – 101
2020
Q3 		$5K Buy
+59
New +$5.23K ﹤0.01% 222

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Adams Wealth Management's BND Position: Q4 2020 in Review

Adams Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2020, closing a stake of 59 shares — an estimated $5K sold.

Adams Wealth Management first reported a position in BND in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 1,066 funds tracked by Wall St. Rank hold BND as of Q4 2020.

  • Adams Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 59 Vanguard Total Bond Market shares in Q4 2020, an estimated $5K.
  • Adams Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Vanguard Total Bond Market position peaked at $5K in Q3 2020.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.