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Blue Zone Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Blue Zone 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
2020
Q3 		– Sell
-4,351
Closed -$384K – 70
2020
Q2 		$384K Hold
4,351
– – 0.21% 51
2020
Q1 		$371K Buy
+4,351
New +$370K 0.35% 34

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

Blue Zone Wealth Advisors's BND Position: Q3 2020 in Review

Blue Zone Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 4,351 shares — an estimated $384K sold.

Blue Zone Wealth Advisors first reported a position in BND in Q1 2020 and held it in 2 quarters. The position peaked at $384K in Q2 2020. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Blue Zone Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 4,351 Vanguard Total Bond Market shares in Q3 2020, an estimated $384K.
  • Blue Zone Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 2 quarters.
  • Blue Zone Wealth Advisors's Vanguard Total Bond Market position peaked at $384K in Q2 2020.
  • 959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.