McMillion Capital Management’s Vanguard Total Bond Market BND Stock Holding History

McMillion Capital 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
2021 Q1	–	Sell	-630	Closed	-$56K	–	109
2020 Q4	$56K	Buy	+630	New	+$55.4K	0.03%	113
2020 Q2	–	Sell	-630	Closed	-$54K	–	95
2020 Q1	$54K	Hold	630	–	–	0.04%	85
2019 Q4	$53K	Hold	630	–	–	0.03%	101
2019 Q3	$53K	Hold	630	–	–	0.03%	104
2019 Q2	$52K	Buy	+630	New	+$51.3K	0.03%	105

Other funds holding BND

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MFRM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McMillion Capital Management's BND Position: Q1 2021 in Review

McMillion Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 630 shares — an estimated $56K sold.

McMillion Capital Management first reported a position in BND in Q2 2019 and held it in 5 quarters. The position peaked at $56K in Q4 2020. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

McMillion Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
McMillion Capital Management sold 630 Vanguard Total Bond Market shares in Q1 2021, an estimated $56K.
McMillion Capital Management first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 5 quarters.
McMillion Capital Management's Vanguard Total Bond Market position peaked at $56K in Q4 2020.
1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on McMillion Capital Management's 13F filing for Q1 2021, filed 13 May 2021.