Braun-Bostich & Associates’s Vanguard Total Bond Market BND Stock Holding History

Braun-Bostich & Associates’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	-214	Closed	-$19K	–	236
2020 Q2	$19K	Hold	214	–	–	0.02%	171
2020 Q1	$18K	Sell	214 -35	-14%	-$2.97K	0.02%	169
2019 Q4	$21K	Buy	+249	New	+$20.9K	0.02%	190
2019 Q3	–	Sell	-271	Closed	-$23K	–	115
2019 Q2	$23K	Sell	271 -164	-38%	-$13.4K	0.02%	231
2019 Q1	$35K	Sell	435 -6	-1%	-$479	0.04%	215
2018 Q4	$35K	Hold	441	–	–	0.04%	189
2018 Q3	$35K	Sell	441 -421	-49%	-$33.3K	0.03%	190
2018 Q2	$68K	Sell	862 -3,397	-80%	-$269K	0.07%	162
2018 Q1	$340K	Sell	4,259 -5,392	-56%	-$432K	0.29%	93
2017 Q4	$787K	Buy	+9,651	New	+$788K	0.67%	37

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Braun-Bostich & Associates's BND Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 214 shares — an estimated $19K sold.

Braun-Bostich & Associates first reported a position in BND in Q4 2017 and held it in 10 quarters. The position peaked at $787K in Q4 2017. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

Braun-Bostich & Associates reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 214 Vanguard Total Bond Market shares in Q3 2020, an estimated $19K.
Braun-Bostich & Associates first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 10 quarters.
Braun-Bostich & Associates's Vanguard Total Bond Market position peaked at $787K in Q4 2017.
958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.