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Beacon Pointe Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$5.25M Buy
62,633
+38,411
+159% +$3.23M 0.97% 23
2019
Q3 		$2.04M Buy
24,222
+18,823
+349% +$1.58M 0.43% 47
2019
Q2 		$447K Buy
5,399
+83
+2% +$6.76K 0.09% 171
2019
Q1 		$431K Sell
5,316
-810
-13% -$64.7K 0.1% 166
2018
Q4 		$487K Buy
+6,126
New +$479K 0.18% 129

Other funds holding BND

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

Beacon Pointe Wealth Advisors's BND Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 159% in Q4 2019, buying an estimated $3.23M and bringing the position to 62,633 shares worth $5.25M. The position accounts for 0.97% of the portfolio, ranked #23.

Beacon Pointe Wealth Advisors first reported a position in BND in Q4 2018 and has held it in 5 quarters since. 878 funds tracked by Wall St. Rank hold BND as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 62,633 shares of Vanguard Total Bond Market worth $5.25M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 38,411 Vanguard Total Bond Market shares in Q4 2019, an estimated $3.23M.
  • Vanguard Total Bond Market made up 0.97% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #23 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 5 quarters since.
  • 878 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.