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

DeGreen 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 Q3	$905K	Buy	10,596 +564	+6%	+$48.7K	0.3%	20
2021 Q2	$862K	Buy	+10,032	New	+$856K	0.29%	21
2019 Q1	–	Sell	-11,912	Closed	-$9.44M	–	23
2018 Q4	$9.44M	Buy	+11,912	New	+$931K	0.52%	20
2017 Q4	–	Sell	-10,658	Closed	-$874K	–	20
2017 Q3	$874K	Sell	10,658 -1,375	-11%	-$113K	0.42%	17
2017 Q2	$985	Buy	+12,033	New	+$983K	0.09%	20

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MFRM

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

DeGreen Capital Management's BND Position: Q3 2021 in Review

DeGreen Capital Management increased its Vanguard Total Bond Market (BND) stake by 5.6% in Q3 2021, buying an estimated $48.7K and bringing the position to 10,596 shares worth $905K. The position accounts for 0.3% of the portfolio, ranked #20.

DeGreen Capital Management first reported a position in BND in Q2 2017 and has held it in 5 quarters since. The position peaked at $9.44M in Q4 2018. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

DeGreen Capital Management held 10,596 shares of Vanguard Total Bond Market worth $905K as of Q3 2021.
DeGreen Capital Management bought 564 Vanguard Total Bond Market shares in Q3 2021, an estimated $48.7K.
Vanguard Total Bond Market made up 0.3% of DeGreen Capital Management's portfolio in Q3 2021, its #20 holding.
DeGreen Capital Management first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 5 quarters since.
DeGreen Capital Management's Vanguard Total Bond Market position peaked at $9.44M in Q4 2018.
1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on DeGreen Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.