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Doyle Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Doyle Wealth 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
2019
Q4 		– Sell
-2,538
Closed -$214K – 212
2019
Q3 		$214K Buy
2,538
+1,129
+80% +$94.6K 0.03% 188
2019
Q2 		$117K Buy
+1,409
New +$115K 0.02% 252
2019
Q1 		– Sell
-370
Closed -$29K – 253
2018
Q4 		$29K Buy
+370
New +$28.9K ﹤0.01% 458

Other funds holding BND

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

Doyle Wealth Management's BND Position: Q4 2019 in Review

Doyle Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2019, closing a stake of 2,538 shares — an estimated $214K sold.

Doyle Wealth Management first reported a position in BND in Q4 2018 and held it in 3 quarters. The position peaked at $214K in Q3 2019. 878 funds tracked by Wall St. Rank hold BND as of Q4 2019.

  • Doyle Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,538 Vanguard Total Bond Market shares in Q4 2019, an estimated $214K.
  • Doyle Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 3 quarters.
  • Doyle Wealth Management's Vanguard Total Bond Market position peaked at $214K in Q3 2019.
  • 878 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on Doyle Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.