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Berkshire Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Berkshire Asset 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
2019
Q4 		– Sell
-10,383
Closed -$877K – 200
2019
Q3 		$877K Buy
+10,383
New +$870K 0.08% 114

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MFRM
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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
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SEI Investments
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QI
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Berkshire Asset Management's BND Position: Q4 2019 in Review

Berkshire Asset Management sold out of Vanguard Total Bond Market (BND) in Q4 2019, closing a stake of 10,383 shares — an estimated $877K sold.

Berkshire Asset Management first reported a position in BND in Q3 2019 and held it in 1 quarter. The position peaked at $877K in Q3 2019. 879 funds tracked by Wall St. Rank hold BND as of Q4 2019.

  • Berkshire Asset Management reported no remaining Vanguard Total Bond Market position as of Q4 2019 after selling out during the quarter.
  • Berkshire Asset Management sold 10,383 Vanguard Total Bond Market shares in Q4 2019, an estimated $877K.
  • Berkshire Asset Management first reported a position in Vanguard Total Bond Market in Q3 2019 and held it in 1 quarter.
  • Berkshire Asset Management's Vanguard Total Bond Market position peaked at $877K in Q3 2019.
  • 879 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on Berkshire Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.