Mid Atlantic Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Mid Atlantic Financial 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 Q3	$388K	Buy	4,539 +597	+15%	+$51.5K	0.03%	553
2021 Q2	$339K	Sell	3,942 -111	-3%	-$9.47K	0.02%	618
2021 Q1	$343K	Sell	4,053 -821	-17%	-$70.8K	0.03%	569
2020 Q4	$430K	Buy	4,874 +367	+8%	+$32.3K	0.03%	436
2020 Q3	$395K	Sell	4,507 -490	-10%	-$43.4K	0.03%	427
2020 Q2	$441K	Buy	4,997 +1,033	+26%	+$90.3K	0.04%	373
2020 Q1	$338K	Sell	3,964 -61	-2%	-$5.18K	0.04%	406
2019 Q4	$338K	Buy	4,025 +6	+0.1%	+$504	0.03%	496
2019 Q3	$339K	Sell	4,019 -1,963	-33%	-$165K	0.04%	476
2019 Q2	$497K	Sell	5,982 -306	-5%	-$24.9K	0.05%	368
2019 Q1	$510K	Sell	6,288 -278	-4%	-$22.2K	0.06%	358
2018 Q4	$520K	Buy	+6,566	New	+$513K	0.06%	317

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's BND Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Total Bond Market (BND) stake by 15% in Q3 2021, buying an estimated $51.5K and bringing the position to 4,539 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #553.

Mid Atlantic Financial Management first reported a position in BND in Q4 2018 and has held it in 12 quarters since. The position peaked at $520K in Q4 2018. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Mid Atlantic Financial Management held 4,539 shares of Vanguard Total Bond Market worth $388K as of Q3 2021.
Mid Atlantic Financial Management bought 597 Vanguard Total Bond Market shares in Q3 2021, an estimated $51.5K.
Vanguard Total Bond Market made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #553 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Total Bond Market position peaked at $520K in Q4 2018.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.