LFG
BND icon

LifePlan Financial Group’s Vanguard Total Bond Market BND Stock Holding History

LifePlan Financial Group’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
Q3 		$1.48M Buy
16,734
+121
+0.7% +$10.7K 0.64% 42
2020
Q2 		$1.47M Sell
16,613
-274
-2% -$24K 0.67% 42
2020
Q1 		$1.44M Sell
16,887
-1,310
-7% -$111K 0.78% 40
2019
Q4 		$1.53M Buy
18,197
+1,694
+10% +$142K 0.68% 42
2019
Q3 		$1.39M Buy
16,503
+816
+5% +$68.4K 0.66% 42
2019
Q2 		$1.3M Sell
15,687
-811
-5% -$66.1K 0.63% 41
2019
Q1 		$1.34M Sell
16,498
-1,706
-9% -$136K 0.71% 38
2018
Q4 		$1.44M Sell
18,204
-1,747
-9% -$137K 0.9% 33
2018
Q3 		$1.57M Sell
19,951
-811
-4% -$64.1K 0.85% 34
2018
Q2 		$1.64M Sell
20,762
-1,775
-8% -$140K 0.92% 32
2018
Q1 		$1.8M Buy
22,537
+1,396
+7% +$112K 1.05% 29
2017
Q4 		$1.73M Hold
21,141
– – 1.1% 29
2017
Q3 		$1.73M Sell
21,141
-3,092
-13% -$254K 1.1% 29
2017
Q2 		$1.98M Sell
24,233
-226
-0.9% -$18.5K 1.36% 26
2017
Q1 		$1.98M Buy
24,459
+1,470
+6% +$119K 1.38% 27
2016
Q4 		$1.86M Sell
22,989
-1,937
-8% -$159K 1.31% 26
2016
Q3 		$2.1M Buy
24,926
+2,310
+10% +$194K 1.44% 31
2016
Q2 		$1.91M Buy
22,616
+2,010
+10% +$167K 1.31% 30
2016
Q1 		$1.71M Buy
20,606
+1,452
+8% +$119K 1.21% 30
2015
Q4 		$1.55M Buy
19,154
+2,340
+14% +$190K 1.1% 28
2015
Q3 		$1.38M Buy
16,814
+4,836
+40% +$394K 1% 30
2015
Q2 		$973K Buy
11,978
+4,138
+53% +$340K 0.65% 42
2015
Q1 		$654K Sell
7,840
-2,641
-25% -$220K 0.43% 34
2014
Q4 		$863K Buy
10,481
+1,259
+14% +$104K 0.57% 32
2014
Q3 		$756K Buy
9,222
+3,277
+55% +$269K 0.64% 33
2014
Q2 		$489K Buy
5,945
+611
+11% +$49.9K 0.35% 40
2014
Q1 		$433K Buy
5,334
+15
+0.3% +$1.22K 0.34% 40
2013
Q4 		$426K Buy
5,319
+30
+0.6% +$2.42K 0.29% 42
2013
Q3 		$428K Buy
5,289
+5,076
+2,383% +$408K 0.35% 34
2013
Q2 		$17K Buy
+213
New +$17.7K 0.02% 100

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LifePlan Financial Group's BND Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Total Bond Market (BND) stake by 0.73% in Q3 2020, buying an estimated $10.7K and bringing the position to 16,734 shares worth $1.48M. The position accounts for 0.64% of the portfolio, ranked #42.

LifePlan Financial Group first reported a position in BND in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.1M in Q3 2016. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • LifePlan Financial Group held 16,734 shares of Vanguard Total Bond Market worth $1.48M as of Q3 2020.
  • LifePlan Financial Group bought 121 Vanguard Total Bond Market shares in Q3 2020, an estimated $10.7K.
  • Vanguard Total Bond Market made up 0.64% of LifePlan Financial Group's portfolio in Q3 2020, its #42 holding.
  • LifePlan Financial Group first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Vanguard Total Bond Market position peaked at $2.1M in Q3 2016.
  • 958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.