Global Financial Private Capital’s Vanguard Total Bond Market BND Stock Holding History

Global Financial Private Capital’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	$1.2M	Buy	13,628 +425	+3%	+$37.2K	0.08%	190
2020 Q1	$1.13M	Sell	13,203 -1,504	-10%	-$128K	0.07%	186
2019 Q4	$1.23M	Sell	14,707 -242	-2%	-$20.3K	0.06%	197
2019 Q3	$1.26M	Sell	14,949 -540	-3%	-$45.3K	0.06%	193
2019 Q2	$1.29M	Sell	15,489 -8,690	-36%	-$708K	0.06%	201
2019 Q1	$1.96M	Buy	24,179 +9,741	+67%	+$778K	0.09%	182
2018 Q4	$1.14M	Sell	14,438 -593	-4%	-$46.4K	0.06%	199
2018 Q3	$1.18M	Sell	15,031 -635	-4%	-$50.2K	0.04%	261
2018 Q2	$1.24M	Buy	15,666 +798	+5%	+$63.1K	0.04%	239
2018 Q1	$1.19M	Sell	14,868 -844	-5%	-$67.6K	0.04%	245
2017 Q4	$1.28M	Sell	15,712 -83,354	-84%	-$6.81M	0.04%	223
2017 Q3	$8.12M	Buy	99,066 +12,104	+14%	+$993K	0.29%	80
2017 Q2	$7.12M	Buy	86,962 +4,813	+6%	+$393K	0.34%	77
2017 Q1	$6.66M	Buy	+82,149	New	+$6.64M	0.33%	74

Other funds holding BND

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

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

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

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

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Global Financial Private Capital's BND Position: Q2 2020 in Review

Global Financial Private Capital increased its Vanguard Total Bond Market (BND) stake by 3.2% in Q2 2020, buying an estimated $37.2K and bringing the position to 13,628 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #190.

Global Financial Private Capital first reported a position in BND in Q1 2017 and has held it in 14 quarters since. The position peaked at $8.12M in Q3 2017. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

Global Financial Private Capital held 13,628 shares of Vanguard Total Bond Market worth $1.2M as of Q2 2020.
Global Financial Private Capital bought 425 Vanguard Total Bond Market shares in Q2 2020, an estimated $37.2K.
Vanguard Total Bond Market made up 0.08% of Global Financial Private Capital's portfolio in Q2 2020, its #190 holding.
Global Financial Private Capital first reported a position in Vanguard Total Bond Market in Q1 2017 and has held it in 14 quarters since.
Global Financial Private Capital's Vanguard Total Bond Market position peaked at $8.12M in Q3 2017.
928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.