Kerntke Otto McGlone Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	-116,998	Closed	-$10.3M	–	128
2020 Q4	$10.3M	Sell	116,998 -14,264	-11%	-$1.26M	6.1%	2
2020 Q3	$11.6M	Buy	131,262 +119,112	+980%	+$10.6M	8.5%	1
2020 Q2	$1.07M	Buy	+12,150	New	+$1.06M	0.98%	26

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

Kerntke Otto McGlone Wealth Management Group's BND Position: Q1 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 116,998 shares — an estimated $10.3M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in BND in Q2 2020 and held it in 3 quarters. The position peaked at $11.6M in Q3 2020. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 116,998 Vanguard Total Bond Market shares in Q1 2021, an estimated $10.3M.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 3 quarters.
Kerntke Otto McGlone Wealth Management Group's Vanguard Total Bond Market position peaked at $11.6M in Q3 2020.
1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2021, filed 14 May 2021.