FundX Investment Group’s Vanguard Total Bond Market BND Stock Holding History

FundX Investment 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
2021 Q1	–	Sell	-29,235	Closed	-$2.58M	–	41
2020 Q4	$2.58M	Sell	29,235 -16,895	-37%	-$1.49M	1.08%	17
2020 Q3	$4.07M	Buy	+46,130	New	+$4.09M	1.56%	16
2020 Q2	–	Sell	-125,772	Closed	-$10.7M	–	37
2020 Q1	$10.7M	Sell	125,772 -56,747	-31%	-$4.82M	3.95%	9
2019 Q4	$15.3M	Sell	182,519 -113,729	-38%	-$9.56M	4.13%	8
2019 Q3	$25M	Buy	296,248 +26,984	+10%	+$2.26M	8.88%	4
2019 Q2	$22.4M	Buy	+269,264	New	+$21.9M	9.25%	4

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FundX Investment Group's BND Position: Q1 2021 in Review

FundX Investment Group sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 29,235 shares — an estimated $2.58M sold.

FundX Investment Group first reported a position in BND in Q2 2019 and held it in 6 quarters. The position peaked at $25M in Q3 2019. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

FundX Investment Group reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
FundX Investment Group sold 29,235 Vanguard Total Bond Market shares in Q1 2021, an estimated $2.58M.
FundX Investment Group first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 6 quarters.
FundX Investment Group's Vanguard Total Bond Market position peaked at $25M in Q3 2019.
1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on FundX Investment Group's 13F filing for Q1 2021, filed 4 May 2021.