Deane Retirement Strategies’s Vanguard Total Bond Market BND Stock Holding History

Deane Retirement Strategies’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	–	Sell	-6	Closed	-$1K	–	61
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	52
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	58
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	60
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	44
2019 Q2	$0	Hold	6	–	–	﹤0.01%	51
2019 Q1	$0	Hold	6	–	–	﹤0.01%	52
2018 Q4	$0	Hold	6	–	–	﹤0.01%	56
2018 Q3	$0	Hold	6	–	–	﹤0.01%	56
2018 Q2	$0	Hold	6	–	–	﹤0.01%	65
2018 Q1	$0	Sell	6 -113,734	-100%	-$9.1M	﹤0.01%	62
2017 Q4	$9.28M	Sell	113,740 -2,312	-2%	-$189K	8.62%	3
2017 Q3	$9.51M	Buy	+116,052	New	+$9.52M	9.18%	3
2015 Q2	–	Sell	-226	Closed	-$18.6K	–	44
2015 Q1	$19K	Sell	226 -69,494	-100%	-$5.78M	0.02%	39
2014 Q4	$5.74M	Buy	+69,720	New	+$5.75M	5.52%	5

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

Deane Retirement Strategies's BND Position: Q3 2020 in Review

Deane Retirement Strategies sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 6 shares — an estimated $1K sold.

Deane Retirement Strategies first reported a position in BND in Q4 2014 and held it in 14 quarters. The position peaked at $9.51M in Q3 2017. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

Deane Retirement Strategies reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
Deane Retirement Strategies sold 6 Vanguard Total Bond Market shares in Q3 2020, an estimated $1K.
Deane Retirement Strategies first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 14 quarters.
Deane Retirement Strategies's Vanguard Total Bond Market position peaked at $9.51M in Q3 2017.
958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Deane Retirement Strategies's 13F filing for Q3 2020, filed 7 Oct 2020.