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Lee Capital Holdings’s Vanguard Total Bond Market BND Stock Holding History

Lee Capital Holdings’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
-3,695
Closed -$326K – 93
2020
Q4 		$326K Buy
+3,695
New +$325K 0.19% 76

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Creative Planning
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Capital Holdings's BND Position: Q1 2021 in Review

Lee Capital Holdings sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 3,695 shares — an estimated $326K sold.

Lee Capital Holdings first reported a position in BND in Q4 2020 and held it in 1 quarter. The position peaked at $326K in Q4 2020. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • Lee Capital Holdings reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • Lee Capital Holdings sold 3,695 Vanguard Total Bond Market shares in Q1 2021, an estimated $326K.
  • Lee Capital Holdings first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 1 quarter.
  • Lee Capital Holdings's Vanguard Total Bond Market position peaked at $326K in Q4 2020.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Lee Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.