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Beese Fulmer Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Beese Fulmer Investment 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
Q3 		– Sell
-439
Closed -$39K – 241
2020
Q2 		$39K Buy
+439
New +$38.4K 0.01% 346

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Beese Fulmer Investment Management's BND Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 439 shares — an estimated $39K sold.

Beese Fulmer Investment Management first reported a position in BND in Q2 2020 and held it in 1 quarter. The position peaked at $39K in Q2 2020. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 439 Vanguard Total Bond Market shares in Q3 2020, an estimated $39K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard Total Bond Market position peaked at $39K in Q2 2020.
  • 959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.