Goldstein Munger & Associates’s Vanguard Total Bond Market BND Stock Holding History

Goldstein Munger & Associates’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	-5,735	Closed	-$506K	–	35
2020 Q4	$506K	Hold	5,735	–	–	0.15%	30
2020 Q3	$506K	Hold	5,735	–	–	0.17%	30
2020 Q2	$507K	Hold	5,735	–	–	0.19%	30
2020 Q1	$489K	Hold	5,735	–	–	0.24%	24
2019 Q4	$481K	Buy	+5,735	New	+$482K	0.2%	30
2018 Q4	–	Sell	-4,750	Closed	-$374K	–	35
2018 Q3	$374K	Buy	+4,750	New	+$375K	0.16%	30

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

Goldstein Munger & Associates's BND Position: Q1 2021 in Review

Goldstein Munger & Associates sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 5,735 shares — an estimated $506K sold.

Goldstein Munger & Associates first reported a position in BND in Q3 2018 and held it in 6 quarters. The position peaked at $507K in Q2 2020. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

Goldstein Munger & Associates reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
Goldstein Munger & Associates sold 5,735 Vanguard Total Bond Market shares in Q1 2021, an estimated $506K.
Goldstein Munger & Associates first reported a position in Vanguard Total Bond Market in Q3 2018 and held it in 6 quarters.
Goldstein Munger & Associates's Vanguard Total Bond Market position peaked at $507K in Q2 2020.
1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Goldstein Munger & Associates's 13F filing for Q1 2021, filed 27 Apr 2021.