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Foothills Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Foothills Asset 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
2020
Q1 		$5.9M Buy
69,076
+10,730
+18% +$912K 5.12% 3
2019
Q4 		$4.89M Buy
58,346
+104
+0.2% +$8.74K 3.5% 3
2019
Q3 		$4.92M Buy
58,242
+685
+1% +$57.4K 3.72% 3
2019
Q2 		$4.78M Buy
57,557
+201
+0.4% +$16.4K 3.7% 3
2019
Q1 		$4.66M Sell
57,356
-46
-0.1% -$3.67K 3.6% 3
2018
Q4 		$4.55M Sell
57,402
-32,132
-36% -$2.51M 3.87% 3
2018
Q3 		$7.05M Sell
89,534
-9,103
-9% -$720K 5.4% 1
2018
Q2 		$7.81M Buy
98,637
+824
+0.8% +$65.1K 5.98% 1
2018
Q1 		$7.82M Sell
97,813
-14,046
-13% -$1.12M 6.11% 1
2017
Q4 		$9.12M Sell
111,859
-4,713
-4% -$385K 6.92% 1
2017
Q3 		$9.55M Sell
116,572
-14
-0% -$1.15K 7.18% 1
2017
Q2 		$9.54M Sell
116,586
-1,392
-1% -$114K 7.43% 1
2017
Q1 		$9.57M Buy
117,978
+12,636
+12% +$1.02M 7.49% 1
2016
Q4 		$8.51M Buy
105,342
+13,838
+15% +$1.13M 6.53% 1
2016
Q3 		$7.7M Buy
91,504
+3,627
+4% +$305K 5.82% 2
2016
Q2 		$7.41M Sell
87,877
-948
-1% -$78.8K 5.85% 2
2016
Q1 		$7.36M Buy
88,825
+53,683
+153% +$4.39M 6.2% 2
2015
Q4 		$2.84M Sell
35,142
-1,800
-5% -$146K 2.71% 11
2015
Q3 		$3.03M Buy
36,942
+985
+3% +$80.3K 3.17% 9
2015
Q2 		$2.92M Sell
35,957
-2,030
-5% -$167K 2.47% 11
2015
Q1 		$3.17M Sell
37,987
-508
-1% -$42.2K 2.57% 11
2014
Q4 		$3.17M Buy
38,495
+1,008
+3% +$83.1K 2.6% 10
2014
Q3 		$3.07M Buy
37,487
+1,377
+4% +$113K 2.5% 8
2014
Q2 		$2.97M Sell
36,110
-2,135
-6% -$174K 2.29% 12
2014
Q1 		$3.1M Sell
38,245
-5,463
-12% -$442K 2.53% 10
2013
Q4 		$3.5M Buy
+43,708
New +$3.53M 2.9% 5

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

Foothills Asset Management's BND Position: Q1 2020 in Review

Foothills Asset Management increased its Vanguard Total Bond Market (BND) stake by 18% in Q1 2020, buying an estimated $912K and bringing the position to 69,076 shares worth $5.9M. The position accounts for 5.12% of the portfolio, ranked #3.

Foothills Asset Management first reported a position in BND in Q4 2013 and has held it in 26 quarters since. The position peaked at $9.57M in Q1 2017. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • Foothills Asset Management held 69,076 shares of Vanguard Total Bond Market worth $5.9M as of Q1 2020.
  • Foothills Asset Management bought 10,730 Vanguard Total Bond Market shares in Q1 2020, an estimated $912K.
  • Vanguard Total Bond Market made up 5.12% of Foothills Asset Management's portfolio in Q1 2020, its #3 holding.
  • Foothills Asset Management first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 26 quarters since.
  • Foothills Asset Management's Vanguard Total Bond Market position peaked at $9.57M in Q1 2017.
  • 884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.