FEG
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Financial Enhancement Group’s Vanguard Total Bond Market BND Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-1,501
Closed -$128K – 251
2020
Q1 		$128K Hold
1,501
– – 0.04% 103
2019
Q4 		$126K Buy
1,501
+290
+24% +$24.4K 0.03% 92
2019
Q3 		$102K Hold
1,211
– – 0.03% 98
2019
Q2 		$101K Hold
1,211
– – 0.03% 105
2019
Q1 		$98K Sell
1,211
-153
-11% -$12.2K 0.03% 115
2018
Q4 		$107K Hold
1,364
– – 0.03% 102
2018
Q3 		$107K Buy
1,364
+140
+11% +$11.1K 0.03% 102
2018
Q2 		$97K Hold
1,224
– – 0.03% 98
2018
Q1 		$98K Buy
+1,224
New +$98K 0.03% 103
2017
Q4 		– Sell
-26,133
Closed -$2.14M – 81
2017
Q3 		$2.14M Buy
26,133
+1,091
+4% +$89.5K 0.86% 30
2017
Q2 		$2.05M Buy
25,042
+1,651
+7% +$135K 0.87% 29
2017
Q1 		$1.9M Buy
23,391
+3,957
+20% +$320K 0.87% 30
2016
Q4 		$1.57M Buy
19,434
+706
+4% +$57.8K 0.81% 31
2016
Q3 		$1.58M Buy
18,728
+479
+3% +$40.3K 0.86% 26
2016
Q2 		$1.54M Buy
18,249
+2,528
+16% +$210K 0.94% 25
2016
Q1 		$1.3M Buy
15,721
+1,195
+8% +$97.8K 0.85% 26
2015
Q4 		$1.17M Sell
14,526
-223
-2% -$18.1K 0.72% 29
2015
Q3 		$1.21M Buy
14,749
+1,517
+11% +$124K 0.8% 28
2015
Q2 		$1.07M Buy
+13,232
New +$1.09M 0.68% 29

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Enhancement Group's BND Position: Q2 2020 in Review

Financial Enhancement Group sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 1,501 shares — an estimated $128K sold.

Financial Enhancement Group first reported a position in BND in Q2 2015 and held it in 19 quarters. The position peaked at $2.14M in Q3 2017. 927 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • Financial Enhancement Group reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 1,501 Vanguard Total Bond Market shares in Q2 2020, an estimated $128K.
  • Financial Enhancement Group first reported a position in Vanguard Total Bond Market in Q2 2015 and held it in 19 quarters.
  • Financial Enhancement Group's Vanguard Total Bond Market position peaked at $2.14M in Q3 2017.
  • 927 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.