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Johnson Midwest Financial’s Vanguard Total Bond Market BND Stock Holding History

Johnson Midwest Financial’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
-2,738
Closed -$241K – 270
2020
Q4 		$241K Buy
+2,738
New +$241K 0.23% 28

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Johnson Midwest Financial's BND Position: Q1 2021 in Review

Johnson Midwest Financial sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 2,738 shares — an estimated $241K sold.

Johnson Midwest Financial first reported a position in BND in Q4 2020 and held it in 1 quarter. The position peaked at $241K in Q4 2020. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • Johnson Midwest Financial reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • Johnson Midwest Financial sold 2,738 Vanguard Total Bond Market shares in Q1 2021, an estimated $241K.
  • Johnson Midwest Financial first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 1 quarter.
  • Johnson Midwest Financial's Vanguard Total Bond Market position peaked at $241K in Q4 2020.
  • 1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Johnson Midwest Financial's 13F filing for Q1 2021, filed 14 Apr 2021.