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LS Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

LS Investment 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
2021
Q4 		– Sell
-200
Closed -$17K – 153
2021
Q3 		$17K Hold
200
– – ﹤0.01% 162
2021
Q2 		$17K Hold
200
– – ﹤0.01% 163
2021
Q1 		$17K Hold
200
– – ﹤0.01% 808
2020
Q4 		$18K Hold
200
– – ﹤0.01% 873
2020
Q3 		$18K Hold
200
– – ﹤0.01% 785
2020
Q2 		$18K Hold
200
– – ﹤0.01% 1416
2020
Q1 		$17K Hold
200
– – ﹤0.01% 1412
2019
Q4 		$17K Buy
+200
New +$16.8K ﹤0.01% 1564
2018
Q4 		– Sell
-7,126
Closed -$561K – 1721
2018
Q3 		$561K Buy
7,126
+325
+5% +$25.7K 0.03% 448
2018
Q2 		$539K Hold
6,801
– – 0.03% 466
2018
Q1 		$544K Buy
6,801
+325
+5% +$26K 0.03% 473
2017
Q4 		$528K Buy
6,476
+325
+5% +$26.5K 0.03% 476
2017
Q3 		$504K Hold
6,151
– – 0.03% 511
2017
Q2 		$503K Hold
6,151
– – 0.03% 493
2017
Q1 		$499K Hold
6,151
– – 0.03% 452
2016
Q4 		$497K Hold
6,151
– – 0.04% 409
2016
Q3 		$518K Hold
6,151
– – 0.04% 382
2016
Q2 		$519K Hold
6,151
– – 0.04% 399
2016
Q1 		$509K Hold
6,151
– – 0.04% 387
2015
Q4 		$497K Hold
6,151
– – 0.04% 388
2015
Q3 		$504K Hold
6,151
– – 0.04% 366
2015
Q2 		$500K Buy
6,151
+475
+8% +$39.1K 0.04% 371
2015
Q1 		$473K Sell
5,676
-1,900
-25% -$158K 0.04% 378
2014
Q4 		$624K Hold
7,576
– – 0.05% 277
2014
Q3 		$621K Hold
7,576
– – 0.05% 258
2014
Q2 		$623K Hold
7,576
– – 0.05% 253
2014
Q1 		$615K Sell
7,576
-346
-4% -$28K 0.05% 250
2013
Q4 		$634K Sell
7,922
-950
-11% -$76.7K 0.06% 213
2013
Q3 		$718K Sell
8,872
-950
-10% -$76.4K 0.09% 177
2013
Q2 		$794K Buy
+9,822
New +$815K 0.1% 132

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LS Investment Advisors's BND Position: Q4 2021 in Review

LS Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 200 shares — an estimated $17K sold.

LS Investment Advisors first reported a position in BND in Q2 2013 and held it in 30 quarters. The position peaked at $794K in Q2 2013. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • LS Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
  • LS Investment Advisors sold 200 Vanguard Total Bond Market shares in Q4 2021, an estimated $17K.
  • LS Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 30 quarters.
  • LS Investment Advisors's Vanguard Total Bond Market position peaked at $794K in Q2 2013.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on LS Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.