Hoover Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Hoover Financial Advisors’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	$72K	Sell	844 -563	-40%	-$48K	0.01%	238
2021 Q1	$120K	Buy	1,407 +529	+60%	+$45.6K	0.02%	171
2020 Q4	$77K	Sell	878 -760	-46%	-$66.9K	0.02%	200
2020 Q3	$145K	Buy	1,638 +4	+0.2%	+$355	0.05%	110
2020 Q2	$144K	Buy	+1,634	New	+$143K	0.06%	112
2020 Q1	–	Sell	-2,538	Closed	-$213K	–	85
2019 Q4	$213K	Buy	+2,538	New	+$213K	0.1%	83

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

Hoover Financial Advisors's BND Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 40% in Q2 2021, selling an estimated $48K and leaving 844 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #238.

Hoover Financial Advisors first reported a position in BND in Q4 2019 and has held it in 6 quarters since. The position peaked at $213K in Q4 2019. 1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

Hoover Financial Advisors held 844 shares of Vanguard Total Bond Market worth $72K as of Q2 2021.
Hoover Financial Advisors sold 563 Vanguard Total Bond Market shares in Q2 2021, an estimated $48K.
Vanguard Total Bond Market made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #238 holding.
Hoover Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 6 quarters since.
Hoover Financial Advisors's Vanguard Total Bond Market position peaked at $213K in Q4 2019.
1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.