Asset Planning Services (Pennsylvania)’s Vanguard Total Bond Market BND Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q3	–	Sell	-4	Closed	–	–	271
2019 Q2	$0	Hold	4	–	–	﹤0.01%	263
2019 Q1	$0	Sell	4 -309	-99%	-$24.7K	﹤0.01%	259
2018 Q4	$25K	Buy	313 +2	+0.6%	+$156	0.01%	159
2018 Q3	$24K	Buy	311 +307	+7,675%	+$24.3K	0.01%	161
2018 Q2	$0	Hold	4	–	–	﹤0.01%	268
2018 Q1	$0	Hold	4	–	–	﹤0.01%	272
2017 Q4	$0	Hold	4	–	–	﹤0.01%	274
2017 Q3	$0	Hold	4	–	–	﹤0.01%	301
2017 Q2	$0	Buy	+4	New	+$327	﹤0.01%	298
2017 Q1	–	Sell	-185	Closed	-$15K	–	284
2016 Q4	$15K	Hold	185	–	–	0.01%	175
2016 Q3	$16K	Hold	185	–	–	0.01%	167
2016 Q2	$16K	Hold	185	–	–	0.01%	177
2016 Q1	$15K	Hold	185	–	–	0.01%	178
2015 Q4	$15K	Hold	185	–	–	0.01%	145
2015 Q3	$15K	Hold	185	–	–	0.02%	135
2015 Q2	$15K	Buy	+185	New	+$15.2K	0.01%	159

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

MFRM

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

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

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

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

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s BND Position: Q3 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard Total Bond Market (BND) in Q3 2019, closing a stake of 4 shares.

Asset Planning Services (Pennsylvania) first reported a position in BND in Q2 2015 and held it in 16 quarters. The position peaked at $25K in Q4 2018. 773 funds tracked by Wall St. Rank hold BND as of Q3 2019.

Asset Planning Services (Pennsylvania) reported no remaining Vanguard Total Bond Market position as of Q3 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 4 Vanguard Total Bond Market shares in Q3 2019.
Asset Planning Services (Pennsylvania) first reported a position in Vanguard Total Bond Market in Q2 2015 and held it in 16 quarters.
Asset Planning Services (Pennsylvania)'s Vanguard Total Bond Market position peaked at $25K in Q4 2018.
773 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2019, filed 8 Nov 2019.