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Delta Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Delta Investment 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
Q1 		– Sell
-4,271
Closed -$376K – 167
2020
Q4 		$376K Sell
4,271
-1,040
-20% -$91.5K 0.12% 124
2020
Q3 		$468K Sell
5,311
-11,706
-69% -$1.04M 0.25% 64
2020
Q2 		$1.5M Buy
+17,017
New +$1.49M 0.63% 54

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Delta Investment Management's BND Position: Q1 2021 in Review

Delta Investment Management sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 4,271 shares — an estimated $376K sold.

Delta Investment Management first reported a position in BND in Q2 2020 and held it in 3 quarters. The position peaked at $1.5M in Q2 2020. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • Delta Investment Management reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • Delta Investment Management sold 4,271 Vanguard Total Bond Market shares in Q1 2021, an estimated $376K.
  • Delta Investment Management first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 3 quarters.
  • Delta Investment Management's Vanguard Total Bond Market position peaked at $1.5M in Q2 2020.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Delta Investment Management's 13F filing for Q1 2021, filed 14 May 2021.