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Bell Rock Capital’s Vanguard Total Bond Market BND Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-100
Closed -$8K – 92
2019
Q4 		$8K Hold
100
– – 0.01% 315
2019
Q3 		$8K Hold
100
– – 0.01% 305
2019
Q2 		$8K Hold
100
– – 0.01% 310
2019
Q1 		$8K Hold
100
– – ﹤0.01% 343
2018
Q4 		$7K Hold
100
– – ﹤0.01% 364
2018
Q3 		$8K Sell
100
-31
-24% -$2.45K ﹤0.01% 367
2018
Q2 		$10K Sell
131
-200
-60% -$15.8K 0.01% 369
2018
Q1 		$26K Buy
331
+300
+968% +$24K 0.01% 293
2017
Q4 		$3K Hold
31
– – ﹤0.01% 394
2017
Q3 		$3K Sell
31
-35
-53% -$2.87K ﹤0.01% 375
2017
Q2 		$5K Buy
66
+1
+2% +$82 ﹤0.01% 371
2017
Q1 		$5K Sell
65
-27
-29% -$2.18K ﹤0.01% 319
2016
Q4 		$7K Buy
+92
New +$7.54K 0.01% 305

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

Bell Rock Capital's BND Position: Q1 2020 in Review

Bell Rock Capital sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 100 shares — an estimated $8K sold.

Bell Rock Capital first reported a position in BND in Q4 2016 and held it in 13 quarters. The position peaked at $26K in Q1 2018. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • Bell Rock Capital reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 100 Vanguard Total Bond Market shares in Q1 2020, an estimated $8K.
  • Bell Rock Capital first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 13 quarters.
  • Bell Rock Capital's Vanguard Total Bond Market position peaked at $26K in Q1 2018.
  • 884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.