Glovista Investments’s Vanguard Total Bond Market BND Stock Holding History

Glovista Investments’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	-3,755	Closed	-$331K	–	107
2020 Q4	$331K	Buy	+3,755	New	+$330K	0.11%	99
2020 Q1	–	Sell	-4,050	Closed	-$339K	–	88
2019 Q4	$339K	Buy	+4,050	New	+$340K	0.11%	80
2019 Q3	–	Sell	-3,000	Closed	-$249K	–	91
2019 Q2	$249K	Buy	+3,000	New	+$244K	0.08%	88
2017 Q3	–	Sell	-3,295	Closed	-$269K	–	108
2017 Q2	$269K	Sell	3,295 -5,695	-63%	-$465K	0.06%	94
2017 Q1	$729K	Buy	8,990 +140	+2%	+$11.3K	0.16%	67
2016 Q4	$715K	Buy	8,850 +4,700	+113%	+$385K	0.13%	51
2016 Q3	$349K	Buy	+4,150	New	+$349K	0.07%	68

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Glovista Investments's BND Position: Q1 2021 in Review

Glovista Investments sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 3,755 shares — an estimated $331K sold.

Glovista Investments first reported a position in BND in Q3 2016 and held it in 7 quarters. The position peaked at $729K in Q1 2017. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

Glovista Investments reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
Glovista Investments sold 3,755 Vanguard Total Bond Market shares in Q1 2021, an estimated $331K.
Glovista Investments first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 7 quarters.
Glovista Investments's Vanguard Total Bond Market position peaked at $729K in Q1 2017.
1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Glovista Investments's 13F filing for Q1 2021, filed 17 May 2021.