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Hapanowicz & Associates Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Hapanowicz & Associates Financial Services’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
Q1 		– Sell
-16,331
Closed -$1.37M – 19
2019
Q4 		$1.37M Buy
+16,331
New +$1.37M 0.83% 10
2019
Q3 		– Sell
-58,638
Closed -$4.87M – 18
2019
Q2 		$4.87M Buy
58,638
+1,780
+3% +$145K 3.21% 9
2019
Q1 		$4.62M Buy
56,858
+982
+2% +$78.4K 3.09% 9
2018
Q4 		$4.43M Sell
55,876
-853
-2% -$66.7K 3.3% 9
2018
Q3 		$4.45M Buy
56,729
+1,870
+3% +$148K 2.99% 9
2018
Q2 		$4.33M Buy
54,859
+6,066
+12% +$480K 3.03% 8
2018
Q1 		$3.89M Buy
48,793
+4,978
+11% +$398K 2.86% 8
2017
Q4 		$3.56M Buy
43,815
+2,675
+7% +$219K 2.6% 8
2017
Q3 		$3.36M Buy
41,140
+5,808
+16% +$476K 2.58% 8
2017
Q2 		$2.88M Buy
35,332
+3,071
+10% +$251K 2.41% 8
2017
Q1 		$2.62M Buy
32,261
+2,400
+8% +$194K 2.33% 8
2016
Q4 		$2.43M Buy
+29,861
New +$2.45M 2.26% 9

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Hapanowicz & Associates Financial Services's BND Position: Q1 2020 in Review

Hapanowicz & Associates Financial Services sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 16,331 shares — an estimated $1.37M sold.

Hapanowicz & Associates Financial Services first reported a position in BND in Q4 2016 and held it in 12 quarters. The position peaked at $4.87M in Q2 2019. 885 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • Hapanowicz & Associates Financial Services reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 16,331 Vanguard Total Bond Market shares in Q1 2020, an estimated $1.37M.
  • Hapanowicz & Associates Financial Services first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 12 quarters.
  • Hapanowicz & Associates Financial Services's Vanguard Total Bond Market position peaked at $4.87M in Q2 2019.
  • 885 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2020, filed 23 Apr 2020.