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Boston Advisors’s Vanguard Total Bond Market BND Stock Holding History

Boston 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
Q3 		– Sell
-5,679
Closed -$472K – 599
2019
Q2 		$472K Sell
5,679
-268
-5% -$21.8K 0.03% 490
2019
Q1 		$483K Sell
5,947
-2,907
-33% -$232K 0.02% 472
2018
Q4 		$701K Sell
8,854
-182
-2% -$14.2K 0.04% 401
2018
Q3 		$711K Buy
9,036
+261
+3% +$20.6K 0.03% 429
2018
Q2 		$695K Sell
8,775
-1,194
-12% -$94.4K 0.02% 439
2018
Q1 		$797K Buy
9,969
+1,408
+16% +$113K 0.02% 412
2017
Q4 		$698K Sell
8,561
-186
-2% -$15.2K 0.02% 437
2017
Q3 		$717K Sell
8,747
-45,021
-84% -$3.69M 0.02% 419
2017
Q2 		$4.4M Buy
53,768
+44,908
+507% +$3.67M 0.1% 225
2017
Q1 		$718K Buy
+8,860
New +$716K 0.02% 403
2013
Q4 		– Sell
-2,602
Closed -$210K – 580
2013
Q3 		$210K Sell
2,602
-55
-2% -$4.42K 0.01% 524
2013
Q2 		$215K Buy
+2,657
New +$220K 0.01% 505

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Boston Advisors's BND Position: Q3 2019 in Review

Boston Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2019, closing a stake of 5,679 shares — an estimated $472K sold.

Boston Advisors first reported a position in BND in Q2 2013 and held it in 12 quarters. The position peaked at $4.4M in Q2 2017. 773 funds tracked by Wall St. Rank hold BND as of Q3 2019.

  • Boston Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2019 after selling out during the quarter.
  • Boston Advisors sold 5,679 Vanguard Total Bond Market shares in Q3 2019, an estimated $472K.
  • Boston Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 12 quarters.
  • Boston Advisors's Vanguard Total Bond Market position peaked at $4.4M in Q2 2017.
  • 773 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.