CHA
BND icon

Cooper/Haims Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cooper/Haims 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
2019
Q2 		– Sell
-3,357
Closed -$273K – 54
2019
Q1 		$273K Sell
3,357
-155
-4% -$12.4K 0.17% 44
2018
Q4 		$278K Sell
3,512
-54
-2% -$4.22K 0.19% 44
2018
Q3 		$281K Buy
3,566
+271
+8% +$21.4K 0.19% 43
2018
Q2 		$261K Buy
3,295
+85
+3% +$6.72K 0.19% 43
2018
Q1 		$257K Buy
3,210
+26
+0.8% +$2.08K 0.23% 42
2017
Q4 		$260K Buy
+3,184
New +$260K 0.24% 39

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cooper/Haims Advisors's BND Position: Q2 2019 in Review

Cooper/Haims Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2019, closing a stake of 3,357 shares — an estimated $273K sold.

Cooper/Haims Advisors first reported a position in BND in Q4 2017 and held it in 6 quarters. The position peaked at $281K in Q3 2018. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • Cooper/Haims Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2019 after selling out during the quarter.
  • Cooper/Haims Advisors sold 3,357 Vanguard Total Bond Market shares in Q2 2019, an estimated $273K.
  • Cooper/Haims Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 6 quarters.
  • Cooper/Haims Advisors's Vanguard Total Bond Market position peaked at $281K in Q3 2018.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Cooper/Haims Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.