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

Bruderman 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
2021
Q2 		– Sell
-8,606
Closed -$729K – 90
2021
Q1 		$729K Sell
8,606
-429
-5% -$37K 0.2% 74
2020
Q4 		$797K Sell
9,035
-380
-4% -$33.4K 0.23% 73
2020
Q3 		$831K Sell
9,415
-284
-3% -$25.2K 0.27% 72
2020
Q2 		$855K Sell
9,699
-82
-0.8% -$7.17K 0.28% 71
2020
Q1 		$837K Buy
9,781
+611
+7% +$51.9K 0.33% 61
2019
Q4 		$770K Sell
9,170
-1,250
-12% -$105K 0.24% 75
2019
Q3 		$869K Sell
10,420
-1,979
-16% -$166K 0.22% 79
2019
Q2 		$1.03M Buy
12,399
+1,373
+12% +$112K 0.24% 64
2019
Q1 		$895K Buy
11,026
+126
+1% +$10.1K 0.2% 72
2018
Q4 		$863K Sell
10,900
-520
-5% -$40.6K 0.22% 65
2018
Q3 		$899K Buy
11,420
+25
+0.2% +$1.98K 0.21% 74
2018
Q2 		$902K Sell
11,395
-384
-3% -$30.4K 0.22% 73
2018
Q1 		$942K Sell
11,779
-66
-0.6% -$5.28K 0.23% 73
2017
Q4 		$966K Sell
11,845
-92
-0.8% -$7.51K 0.25% 68
2017
Q3 		$978K Buy
11,937
+1,138
+11% +$93.4K 0.25% 68
2017
Q2 		$884K Buy
+10,799
New +$882K 0.24% 71
2017
Q1 		– Sell
-773
Closed -$62K – 139
2016
Q4 		$62K Buy
773
+133
+21% +$10.9K 0.02% 180
2016
Q3 		$54K Buy
640
+244
+62% +$20.5K 0.02% 195
2016
Q2 		$33K Buy
396
+150
+61% +$12.5K 0.01% 230
2016
Q1 		$20K Buy
246
+161
+189% +$13.2K 0.01% 267
2015
Q4 		$7K Buy
+85
New +$6.92K ﹤0.01% 356

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bruderman Asset Management's BND Position: Q2 2021 in Review

Bruderman Asset Management sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 8,606 shares — an estimated $729K sold.

Bruderman Asset Management first reported a position in BND in Q4 2015 and held it in 21 quarters. The position peaked at $1.03M in Q2 2019. 1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

  • Bruderman Asset Management reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
  • Bruderman Asset Management sold 8,606 Vanguard Total Bond Market shares in Q2 2021, an estimated $729K.
  • Bruderman Asset Management first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 21 quarters.
  • Bruderman Asset Management's Vanguard Total Bond Market position peaked at $1.03M in Q2 2019.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Bruderman Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.