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

Burt 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
2021 Q1	–	Sell	-1,071	Closed	-$94K	–	125
2020 Q4	$94K	Hold	1,071	–	–	0.03%	137
2020 Q3	$94K	Hold	1,071	–	–	0.04%	130
2020 Q2	$95K	Sell	1,071 -11	-1%	-$962	0.04%	125
2020 Q1	$92K	Buy	1,082 +1,071	+9,736%	+$91K	0.04%	120
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	328
2019 Q3	$1K	Buy	+11	New	+$922	﹤0.01%	327
2017 Q3	–	Sell	-975	Closed	-$79K	–	358
2017 Q2	$79K	Buy	+975	New	+$79.6K	0.05%	143
2016 Q1	–	Sell	-30	Closed	-$2K	–	674
2015 Q4	$2K	Buy	+30	New	+$2.44K	﹤0.01%	448

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Burt Wealth Advisors's BND Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 1,071 shares — an estimated $94K sold.

Burt Wealth Advisors first reported a position in BND in Q4 2015 and held it in 8 quarters. The position peaked at $95K in Q2 2020. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,071 Vanguard Total Bond Market shares in Q1 2021, an estimated $94K.
Burt Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 8 quarters.
Burt Wealth Advisors's Vanguard Total Bond Market position peaked at $95K in Q2 2020.
1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.