Measured Wealth Private Client Group’s Vanguard Total Bond Market BND Stock Holding History

Measured Wealth Private Client 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
2019 Q4	–	Sell	-38,971	Closed	-$3.29M	–	112
2019 Q3	$3.29M	Sell	38,971 -69,635	-64%	-$5.84M	2.13%	9
2019 Q2	$9.02M	Sell	108,606 -6,657	-6%	-$542K	5.21%	4
2019 Q1	$9.36M	Buy	115,263 +2,455	+2%	+$196K	5.77%	4
2018 Q4	$8.94M	Buy	112,808 +4,783	+4%	+$374K	8.1%	3
2018 Q3	$8.5M	Buy	108,025 +4,921	+5%	+$389K	5.1%	4
2018 Q2	$8.16M	Buy	+103,104	New	+$8.15M	6.65%	3
2017 Q3	$6.72M	Buy	+82,051	New	+$6.73M	9.19%	3

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Measured Wealth Private Client Group's BND Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of Vanguard Total Bond Market (BND) in Q4 2019, closing a stake of 38,971 shares — an estimated $3.29M sold.

Measured Wealth Private Client Group first reported a position in BND in Q3 2017 and held it in 7 quarters. The position peaked at $9.36M in Q1 2019. 878 funds tracked by Wall St. Rank hold BND as of Q4 2019.

Measured Wealth Private Client Group reported no remaining Vanguard Total Bond Market position as of Q4 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 38,971 Vanguard Total Bond Market shares in Q4 2019, an estimated $3.29M.
Measured Wealth Private Client Group first reported a position in Vanguard Total Bond Market in Q3 2017 and held it in 7 quarters.
Measured Wealth Private Client Group's Vanguard Total Bond Market position peaked at $9.36M in Q1 2019.
878 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.