Cornerstone Advisors (Washington)’s Vanguard Total Bond Market BND Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	$1.31M	Buy	14,881 +45	+0.3%	+$3.99K	0.14%	19
2020 Q2	$1.31M	Buy	14,836 +10,640	+254%	+$930K	0.14%	18
2020 Q1	$358K	Buy	4,196 +3,322	+380%	+$282K	0.05%	44
2019 Q4	$73K	Buy	874 +485	+125%	+$40.8K	0.01%	190
2019 Q3	$33K	Buy	389 +3	+0.8%	+$251	﹤0.01%	275
2019 Q2	$32K	Buy	386 +3	+0.8%	+$244	﹤0.01%	518
2019 Q1	$31K	Buy	+383	New	+$30.6K	﹤0.01%	501
2015 Q4	–	Sell	-9,225	Closed	-$742K	–	913
2015 Q3	$742K	Hold	9,225	–	–	0.65%	15
2015 Q2	$740K	Buy	+9,225	New	+$759K	0.61%	17

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cornerstone Advisors (Washington)'s BND Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Vanguard Total Bond Market (BND) stake by 0.3% in Q3 2020, buying an estimated $3.99K and bringing the position to 14,881 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #19.

Cornerstone Advisors (Washington) first reported a position in BND in Q2 2015 and has held it in 9 quarters since. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

Cornerstone Advisors (Washington) held 14,881 shares of Vanguard Total Bond Market worth $1.31M as of Q3 2020.
Cornerstone Advisors (Washington) bought 45 Vanguard Total Bond Market shares in Q3 2020, an estimated $3.99K.
Vanguard Total Bond Market made up 0.14% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #19 holding.
Cornerstone Advisors (Washington) first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 9 quarters since.
959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.