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Longer Investments’s Vanguard Total Bond Market BND Stock Holding History

Longer Investments’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
Q1 		– Sell
-31,445
Closed -$2.49M – 32
2018
Q4 		$2.49M Sell
31,445
-4,165
-12% -$326K 2.9% 9
2018
Q3 		$2.8M Sell
35,610
-580
-2% -$45.8K 2.7% 12
2018
Q2 		$2.87M Sell
36,190
-400
-1% -$31.6K 2.78% 9
2018
Q1 		$2.92M Sell
36,590
-8,105
-18% -$649K 3.2% 8
2017
Q4 		$3.65M Buy
44,695
+535
+1% +$43.7K 3.05% 7
2017
Q3 		$3.62M Sell
44,160
-19,930
-31% -$1.63M 3.23% 8
2017
Q2 		$5.24M Buy
64,090
+28,900
+82% +$2.36M 4.59% 7
2017
Q1 		$2.85M Sell
35,190
-14,955
-30% -$1.21M 2.74% 11
2016
Q4 		$4.05M Buy
+50,145
New +$4.11M 3.7% 7

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return