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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFRM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longer Investments's BND Position: Q1 2019 in Review

Longer Investments sold out of Vanguard Total Bond Market (BND) in Q1 2019, closing a stake of 31,445 shares — an estimated $2.49M sold.

Longer Investments first reported a position in BND in Q4 2016 and held it in 9 quarters. The position peaked at $5.24M in Q2 2017. 748 funds tracked by Wall St. Rank hold BND as of Q1 2019.

Longer Investments reported no remaining Vanguard Total Bond Market position as of Q1 2019 after selling out during the quarter.
Longer Investments sold 31,445 Vanguard Total Bond Market shares in Q1 2019, an estimated $2.49M.
Longer Investments first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 9 quarters.
Longer Investments's Vanguard Total Bond Market position peaked at $5.24M in Q2 2017.
748 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.