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Lake Point Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Lake Point Wealth Management’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
-3,067
Closed -$257K – 397
2019
Q4 		$257K Buy
+3,067
New +$258K 0.09% 40
2019
Q2 		$10K Hold
118
– – ﹤0.01% 321
2019
Q1 		$10K Buy
+118
New +$9.42K ﹤0.01% 321

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

Lake Point Wealth Management's BND Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 3,067 shares — an estimated $257K sold.

Lake Point Wealth Management first reported a position in BND in Q1 2019 and held it in 3 quarters. The position peaked at $257K in Q4 2019. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 3,067 Vanguard Total Bond Market shares in Q1 2020, an estimated $257K.
  • Lake Point Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2019 and held it in 3 quarters.
  • Lake Point Wealth Management's Vanguard Total Bond Market position peaked at $257K in Q4 2019.
  • 884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.