Capital Advantage’s Vanguard Total Bond Market BND Stock Holding History

Capital Advantage’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	-4,415	Closed	-$374K	–	58
2021 Q1	$374K	Buy	4,415 +2	+0%	+$172	0.1%	77
2020 Q4	$388K	Buy	4,413 +3	+0.1%	+$264	0.12%	71
2020 Q3	$387K	Buy	4,410 +483	+12%	+$42.8K	0.13%	64
2020 Q2	$347K	Hold	3,927	–	–	0.12%	64
2020 Q1	$344K	Hold	3,927	–	–	0.13%	60
2019 Q4	$333K	Buy	3,927 +641	+20%	+$53.9K	0.11%	67
2019 Q3	$277K	Buy	+3,286	New	+$275K	0.1%	74

Other funds holding BND

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Capital Advantage's BND Position: Q2 2021 in Review

Capital Advantage sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 4,415 shares — an estimated $374K sold.

Capital Advantage first reported a position in BND in Q3 2019 and held it in 7 quarters. The position peaked at $388K in Q4 2020. 1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

Capital Advantage reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
Capital Advantage sold 4,415 Vanguard Total Bond Market shares in Q2 2021, an estimated $374K.
Capital Advantage first reported a position in Vanguard Total Bond Market in Q3 2019 and held it in 7 quarters.
Capital Advantage's Vanguard Total Bond Market position peaked at $388K in Q4 2020.
1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Capital Advantage's 13F filing for Q2 2021, filed 16 Aug 2021.