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EFG Asset Management (Americas)’s Vanguard Total Bond Market BND Stock Holding History

EFG Asset Management (Americas)’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
-2,740
Closed -$242K – 138
2020
Q2 		$242K Hold
2,740
– – 0.06% 117
2020
Q1 		$234K Hold
2,740
– – 0.08% 113
2019
Q4 		$230K Hold
2,740
– – 0.06% 118
2019
Q3 		$231K Sell
2,740
-3,448
-56% -$289K 0.07% 113
2019
Q2 		$514K Buy
6,188
+1,507
+32% +$123K 0.15% 96
2019
Q1 		$380K Buy
4,681
+448
+11% +$35.8K 0.12% 101
2018
Q4 		$335K Buy
4,233
+280
+7% +$21.9K 0.12% 93
2018
Q3 		$311K Sell
3,953
-5,511
-58% -$436K 0.09% 104
2018
Q2 		$749K Buy
9,464
+4,287
+83% +$339K 0.23% 87
2018
Q1 		$413K Sell
5,177
-408
-7% -$32.7K 0.17% 98
2017
Q4 		$456K Sell
5,585
-575
-9% -$47K 0.16% 105
2017
Q3 		$505K Sell
6,160
-6,431
-51% -$528K 0.19% 86
2017
Q2 		$1.03M Buy
12,591
+1,578
+14% +$129K 0.39% 66
2017
Q1 		$893K Sell
11,013
-1,849
-14% -$150K 0.34% 72
2016
Q4 		$1.04M Buy
12,862
+422
+3% +$34.6K 0.45% 63
2016
Q3 		$1.05M Buy
12,440
+2,716
+28% +$229K 0.44% 57
2016
Q2 		$820K Buy
9,724
+2,138
+28% +$178K 0.39% 55
2016
Q1 		$628K Sell
7,586
-5,853
-44% -$479K 0.31% 56
2015
Q4 		$1.02M Sell
13,439
-33
-0.2% -$2.69K 0.63% 46
2015
Q3 		$1.1M Buy
13,472
+908
+7% +$74K 0.69% 39
2015
Q2 		$1.03M Buy
12,564
+8,570
+215% +$705K 0.64% 25
2015
Q1 		$333K Sell
3,994
-3,055
-43% -$254K 0.26% 58
2014
Q4 		$581K Buy
7,049
+2,735
+63% +$226K 0.35% 37
2014
Q3 		$355K Buy
4,314
+309
+8% +$25.3K 0.35% 14
2014
Q2 		$329K Buy
4,005
+299
+8% +$24.4K 0.29% 16
2014
Q1 		$301K Sell
3,706
-26
-0.7% -$2.11K 0.25% 19
2013
Q4 		$299K Buy
+3,732
New +$301K 0.26% 24

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

EFG Asset Management (Americas)'s BND Position: Q3 2020 in Review

EFG Asset Management (Americas) sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 2,740 shares — an estimated $242K sold.

EFG Asset Management (Americas) first reported a position in BND in Q4 2013 and held it in 27 quarters. The position peaked at $1.1M in Q3 2015. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • EFG Asset Management (Americas) reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 2,740 Vanguard Total Bond Market shares in Q3 2020, an estimated $242K.
  • EFG Asset Management (Americas) first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 27 quarters.
  • EFG Asset Management (Americas)'s Vanguard Total Bond Market position peaked at $1.1M in Q3 2015.
  • 958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2020, filed 6 Nov 2020.