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Carlson Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Carlson Capital 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
-2,383
Closed -$202K – 152
2021
Q1 		$202K Buy
+2,383
New +$206K 0.03% 142

Other funds holding BND

Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $113B AUM 34.64% 1-Year Est. Return

Carlson Capital Management's BND Position: Q2 2021 in Review

Carlson Capital Management sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 2,383 shares — an estimated $202K sold.

Carlson Capital Management first reported a position in BND in Q1 2021 and held it in 1 quarter. The position peaked at $202K in Q1 2021. 1,097 funds tracked by Wall St. Rank hold BND as of Q2 2021.

  • Carlson Capital Management reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
  • Carlson Capital Management sold 2,383 Vanguard Total Bond Market shares in Q2 2021, an estimated $202K.
  • Carlson Capital Management first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 1 quarter.
  • Carlson Capital Management's Vanguard Total Bond Market position peaked at $202K in Q1 2021.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Carlson Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.