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AdvicePeriod’s Vanguard Total Bond Market BND Stock Holding History

AdvicePeriod’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
2019
Q2 		– Sell
-145,089
Closed -$11.8M – 82
2019
Q1 		$11.8M Sell
145,089
-38,623
-21% -$3.08M 1.13% 22
2018
Q4 		$14.6M Buy
183,712
+14,507
+9% +$1.13M 1.65% 17
2018
Q3 		$13.3M Sell
169,205
-12,325
-7% -$974K 1.45% 17
2018
Q2 		$14.4M Buy
181,530
+548
+0.3% +$43.3K 2.28% 14
2018
Q1 		$14.5M Buy
180,982
+13,276
+8% +$1.06M 2.5% 10
2017
Q4 		$13.7M Buy
+167,706
New +$13.7M 2.6% 9

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

AdvicePeriod's BND Position: Q2 2019 in Review

AdvicePeriod sold out of Vanguard Total Bond Market (BND) in Q2 2019, closing a stake of 145,089 shares — an estimated $11.8M sold.

AdvicePeriod first reported a position in BND in Q4 2017 and held it in 6 quarters. The position peaked at $14.6M in Q4 2018. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • AdvicePeriod reported no remaining Vanguard Total Bond Market position as of Q2 2019 after selling out during the quarter.
  • AdvicePeriod sold 145,089 Vanguard Total Bond Market shares in Q2 2019, an estimated $11.8M.
  • AdvicePeriod first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 6 quarters.
  • AdvicePeriod's Vanguard Total Bond Market position peaked at $14.6M in Q4 2018.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on AdvicePeriod's 13F filing for Q2 2019, filed 22 Jul 2019.