C-J Advisory’s Vanguard Total Bond Market BND Stock Holding History

C-J Advisory’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 Q1	–	Sell	-5,919	Closed	-$496K	–	33
2019 Q4	$496K	Sell	5,919 -1	-0%	-$84	0.3%	33
2019 Q3	$500K	Hold	5,920	–	–	0.31%	33
2019 Q2	$492K	Hold	5,920	–	–	0.32%	31
2019 Q1	$477K	Sell	5,920 -388	-6%	-$31K	0.31%	31
2018 Q4	$500K	Hold	6,308	–	–	0.37%	29
2018 Q3	$496K	Hold	6,308	–	–	0.33%	28
2018 Q2	$499K	Hold	6,308	–	–	0.35%	29
2018 Q1	$503K	Hold	6,308	–	–	0.36%	25
2017 Q4	$515K	Hold	6,308	–	–	0.38%	25
2017 Q3	$517K	Buy	6,308 +40	+0.6%	+$3.28K	0.38%	27
2017 Q2	$513K	Buy	6,268 +39	+0.6%	+$3.19K	0.4%	27
2017 Q1	$505K	Buy	6,229 +406	+7%	+$32.8K	0.41%	26
2016 Q4	$470K	Buy	5,823 +48	+0.8%	+$3.93K	0.41%	26
2016 Q3	$486K	Buy	+5,775	New	+$486K	0.43%	27

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

C-J Advisory's BND Position: Q1 2020 in Review

C-J Advisory sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 5,919 shares — an estimated $496K sold.

C-J Advisory first reported a position in BND in Q3 2016 and held it in 14 quarters. The position peaked at $517K in Q3 2017. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

C-J Advisory reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
C-J Advisory sold 5,919 Vanguard Total Bond Market shares in Q1 2020, an estimated $496K.
C-J Advisory first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 14 quarters.
C-J Advisory's Vanguard Total Bond Market position peaked at $517K in Q3 2017.
884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on C-J Advisory's 13F filing for Q1 2020, filed 30 Apr 2020.