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Lenox Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Lenox Wealth Advisors’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
2019
Q2 		– Sell
-2,225
Closed -$181K – 429
2019
Q1 		$181K Buy
+2,225
New +$178K 0.03% 74
2015
Q4 		– Sell
-435
Closed -$36K – 503
2015
Q3 		$36K Buy
435
+110
+34% +$8.96K 0.01% 103
2015
Q2 		$26K Sell
325
-110
-25% -$9.05K 0.01% 91
2015
Q1 		$36K Buy
435
+110
+34% +$9.15K 0.01% 90
2014
Q4 		$27K Hold
325
– – 0.01% 110
2014
Q3 		$27K Buy
+325
New +$26.7K 0.01% 115

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lenox Wealth Advisors's BND Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2019, closing a stake of 2,225 shares — an estimated $181K sold.

Lenox Wealth Advisors first reported a position in BND in Q3 2014 and held it in 6 quarters. The position peaked at $181K in Q1 2019. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,225 Vanguard Total Bond Market shares in Q2 2019, an estimated $181K.
  • Lenox Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2014 and held it in 6 quarters.
  • Lenox Wealth Advisors's Vanguard Total Bond Market position peaked at $181K in Q1 2019.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.