Independence Advisors’s Vanguard Total Bond Market BND Stock Holding History

Independence 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
2020 Q3	$430K	Hold	4,874	–	–	0.09%	55
2020 Q2	$431K	Sell	4,874 -5	-0.1%	-$437	0.1%	53
2020 Q1	$416K	Sell	4,879 -500	-9%	-$42.5K	0.11%	48
2019 Q4	$451K	Hold	5,379	–	–	0.11%	54
2019 Q3	$454K	Hold	5,379	–	–	0.11%	57
2019 Q2	$447K	Hold	5,379	–	–	0.11%	57
2019 Q1	$437K	Buy	+5,379	New	+$430K	0.12%	54

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Independence Advisors's BND Position: Q3 2020 in Review

Independence Advisors held its Vanguard Total Bond Market (BND) position steady in Q3 2020 at 4,874 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #55.

Independence Advisors first reported a position in BND in Q1 2019 and has held it in 7 quarters since. The position peaked at $454K in Q3 2019. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

Independence Advisors held 4,874 shares of Vanguard Total Bond Market worth $430K as of Q3 2020.
Independence Advisors left its Vanguard Total Bond Market share count unchanged in Q3 2020.
Vanguard Total Bond Market made up 0.09% of Independence Advisors's portfolio in Q3 2020, its #55 holding.
Independence Advisors first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 7 quarters since.
Independence Advisors's Vanguard Total Bond Market position peaked at $454K in Q3 2019.
958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.