Arlington Partners’s Vanguard Total Bond Market BND Stock Holding History

Arlington Partners’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
2024 Q1	–	Sell	-279,604	Closed	-$20.6M	–	86
2023 Q4	$20.6M	Buy	+279,604	New	+$19.7M	5.91%	4
2023 Q3	–	Sell	-7,040	Closed	-$512K	–	383
2023 Q2	$512K	Hold	7,040	–	–	0.08%	82
2023 Q1	$520K	Buy	+7,040	New	+$515K	0.07%	77
2021 Q1	–	Sell	-2,278	Closed	-$201K	–	390
2020 Q4	$201K	Hold	2,278	–	–	0.09%	65
2020 Q3	$201K	Sell	2,278 -7,845	-77%	-$696K	0.11%	63
2020 Q2	$894K	Hold	10,123	–	–	0.5%	39
2020 Q1	$864K	Buy	10,123 +7,845	+344%	+$666K	0.45%	37
2019 Q4	$191K	Hold	2,278	–	–	0.12%	66
2019 Q3	$192K	Sell	2,278 -965	-30%	-$80.9K	0.12%	60
2019 Q2	$269K	Buy	3,243 +865	+36%	+$70.5K	0.12%	78
2019 Q1	$193K	Hold	2,378	–	–	0.14%	67
2018 Q4	$188K	Hold	2,378	–	–	0.12%	65
2018 Q3	$187K	Hold	2,378	–	–	0.13%	73
2018 Q2	$188K	Sell	2,378 -38	-2%	-$3K	0.18%	57
2018 Q1	$193K	Buy	2,416 +36	+2%	+$2.88K	0.18%	56
2017 Q4	$194K	Buy	+2,380	New	+$194K	0.2%	59

Other funds holding BND

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Arlington Partners's BND Position: Q1 2024 in Review

Arlington Partners sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 279,604 shares — an estimated $20.6M sold.

Arlington Partners first reported a position in BND in Q4 2017 and held it in 16 quarters. The position peaked at $20.6M in Q4 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

Arlington Partners reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 279,604 Vanguard Total Bond Market shares in Q1 2024, an estimated $20.6M.
Arlington Partners first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 16 quarters.
Arlington Partners's Vanguard Total Bond Market position peaked at $20.6M in Q4 2023.
1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.