CWP
BND icon

Capital Wealth Planning’s Vanguard Total Bond Market BND Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-3,146
Closed -$269K – 115
2020
Q1 		$269K Buy
+3,146
New +$267K 0.02% 179
2019
Q4 		– Sell
-3,290
Closed -$277K – 196
2019
Q3 		$277K Sell
3,290
-2,387
-42% -$200K 0.02% 193
2019
Q2 		$472K Buy
+5,677
New +$462K 0.03% 133

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Wealth Planning's BND Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 3,146 shares — an estimated $269K sold.

Capital Wealth Planning first reported a position in BND in Q2 2019 and held it in 3 quarters. The position peaked at $472K in Q2 2019. 927 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • Capital Wealth Planning reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 3,146 Vanguard Total Bond Market shares in Q2 2020, an estimated $269K.
  • Capital Wealth Planning first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Vanguard Total Bond Market position peaked at $472K in Q2 2019.
  • 927 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.