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

Lenox 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 Q2	$3.69M	Buy	41,767 +3,282	+9%	+$287K	1.13%	23
2020 Q1	$3.28M	Buy	38,485 +4,621	+14%	+$393K	1.13%	19
2019 Q4	$2.84M	Sell	33,864 -273	-0.8%	-$23K	0.8%	32
2019 Q3	$2.88M	Buy	34,137 +4,477	+15%	+$375K	0.84%	29
2019 Q2	$2.46M	Buy	29,660 +5,118	+21%	+$417K	0.74%	32
2019 Q1	$1.99M	Buy	24,542 +513	+2%	+$41K	0.62%	38
2018 Q4	$1.9M	Sell	24,029 -8,565	-26%	-$670K	0.64%	38
2018 Q3	$2.56M	Sell	32,594 -2,638	-7%	-$209K	0.76%	36
2018 Q2	$2.79M	Sell	35,232 -3,539	-9%	-$280K	0.9%	30
2018 Q1	$3.1M	Sell	38,771 -2,303	-6%	-$184K	1%	25
2017 Q4	$3.35M	Buy	41,074 +3,411	+9%	+$279K	1.02%	19
2017 Q3	$3.09M	Sell	37,663 -12,179	-24%	-$999K	1.06%	16
2017 Q2	$4.08M	Buy	+49,842	New	+$4.07M	1.65%	8

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFRM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lenox Wealth Management's BND Position: Q2 2020 in Review

Lenox Wealth Management increased its Vanguard Total Bond Market (BND) stake by 8.5% in Q2 2020, buying an estimated $287K and bringing the position to 41,767 shares worth $3.69M. The position accounts for 1.13% of the portfolio, ranked #23.

Lenox Wealth Management first reported a position in BND in Q2 2017 and has held it in 13 quarters since. The position peaked at $4.08M in Q2 2017. 927 funds tracked by Wall St. Rank hold BND as of Q2 2020.

Lenox Wealth Management held 41,767 shares of Vanguard Total Bond Market worth $3.69M as of Q2 2020.
Lenox Wealth Management bought 3,282 Vanguard Total Bond Market shares in Q2 2020, an estimated $287K.
Vanguard Total Bond Market made up 1.13% of Lenox Wealth Management's portfolio in Q2 2020, its #23 holding.
Lenox Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Vanguard Total Bond Market position peaked at $4.08M in Q2 2017.
927 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.