Gables Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Gables Capital 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
2021 Q2	–	Sell	-2,000	Closed	-$169K	–	347
2021 Q1	$169K	Sell	2,000 -150	-7%	-$12.9K	0.09%	129
2020 Q4	$190K	Hold	2,150	–	–	0.11%	114
2020 Q3	$190K	Hold	2,150	–	–	0.12%	109
2020 Q2	$190K	Hold	2,150	–	–	0.13%	109
2020 Q1	$184K	Hold	2,150	–	–	0.15%	103
2019 Q4	$181K	Sell	2,150 -500	-19%	-$42K	0.12%	121
2019 Q3	$224K	Buy	2,650 +2,400	+960%	+$201K	0.16%	110
2019 Q2	$21K	Hold	250	–	–	0.02%	234
2019 Q1	$20K	Hold	250	–	–	0.02%	239
2018 Q4	$20K	Hold	250	–	–	0.02%	231
2018 Q3	$20K	Hold	250	–	–	0.02%	243
2018 Q2	$20K	Buy	+250	New	+$19.8K	0.02%	246

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Gables Capital Management's BND Position: Q2 2021 in Review

Gables Capital Management sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 2,000 shares — an estimated $169K sold.

Gables Capital Management first reported a position in BND in Q2 2018 and held it in 12 quarters. The position peaked at $224K in Q3 2019. 1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

Gables Capital Management reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
Gables Capital Management sold 2,000 Vanguard Total Bond Market shares in Q2 2021, an estimated $169K.
Gables Capital Management first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 12 quarters.
Gables Capital Management's Vanguard Total Bond Market position peaked at $224K in Q3 2019.
1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Gables Capital Management's 13F filing for Q2 2021, filed 3 Aug 2021.