Landsberg Bennett & Dubbaneh’s Vanguard Total Bond Market BND Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$512K	Buy	5,985 +893	+18%	+$77.1K	0.07%	172
2021 Q2	$437K	Sell	5,092 -572	-10%	-$48.8K	0.06%	177
2021 Q1	$480K	Buy	5,664 +655	+13%	+$56.5K	0.07%	167
2020 Q4	$442K	Sell	5,009 -30	-0.6%	-$2.64K	0.07%	167
2020 Q3	$445K	Sell	5,039 -1,965	-28%	-$174K	0.08%	148
2020 Q2	$618K	Buy	7,004 +35	+0.5%	+$3.06K	0.13%	134
2020 Q1	$599K	Sell	6,969 -109,348	-94%	-$9.29M	0.17%	99
2019 Q4	$9.77M	Sell	116,317 -58,844	-34%	-$4.95M	2.29%	3
2019 Q3	$14.8M	Buy	175,161 +1,901	+1%	+$159K	3.98%	1
2019 Q2	$14.4M	Sell	173,260 -116,114	-40%	-$9.46M	3.76%	1
2019 Q1	$23.3M	Buy	289,374 +83,917	+41%	+$6.7M	5.49%	2
2018 Q4	$16.3M	Buy	+205,457	New	+$16.1M	6.25%	1

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MFRM

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

Landsberg Bennett & Dubbaneh's BND Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its Vanguard Total Bond Market (BND) stake by 18% in Q3 2021, buying an estimated $77.1K and bringing the position to 5,985 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #172.

Landsberg Bennett & Dubbaneh first reported a position in BND in Q4 2018 and has held it in 12 quarters since. The position peaked at $23.3M in Q1 2019. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Landsberg Bennett & Dubbaneh held 5,985 shares of Vanguard Total Bond Market worth $512K as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 893 Vanguard Total Bond Market shares in Q3 2021, an estimated $77.1K.
Vanguard Total Bond Market made up 0.07% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #172 holding.
Landsberg Bennett & Dubbaneh first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 12 quarters since.
Landsberg Bennett & Dubbaneh's Vanguard Total Bond Market position peaked at $23.3M in Q1 2019.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.