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Miles Capital’s Vanguard Total Bond Market BND Stock Holding History

Miles Capital’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
2020
Q1 		$9.8M Buy
114,869
+494
+0.4% +$42K 10.56% 1
2019
Q4 		$9.59M Sell
114,375
-2,847
-2% -$239K 7.7% 2
2019
Q3 		$9.9M Buy
117,222
+9,307
+9% +$780K 8.16% 2
2019
Q2 		$8.96M Sell
107,915
-17,920
-14% -$1.46M 7.31% 2
2019
Q1 		$10.2M Buy
125,835
+976
+0.8% +$77.9K 8.86% 1
2018
Q4 		$9.89M Buy
124,859
+640
+0.5% +$50K 9.76% 1
2018
Q3 		$9.78M Buy
124,219
+1,590
+1% +$126K 7.92% 1
2018
Q2 		$9.71M Sell
122,629
-425
-0.3% -$33.6K 5.99% 3
2018
Q1 		$9.84M Buy
123,054
+3,296
+3% +$264K 5.43% 3
2017
Q4 		$9.77M Buy
119,758
+1,444
+1% +$118K 5.67% 3
2017
Q3 		$9.7M Buy
118,314
+5,323
+5% +$437K 5.5% 3
2017
Q2 		$9.25M Buy
112,991
+3,530
+3% +$288K 4.97% 3
2017
Q1 		$8.88M Sell
109,461
-3,985
-4% -$322K 4.94% 3
2016
Q4 		$9.16M Buy
113,446
+2,673
+2% +$219K 5.6% 3
2016
Q3 		$9.32M Buy
110,773
+2,599
+2% +$219K 6.31% 3
2016
Q2 		$9.12M Buy
108,174
+1,540
+1% +$128K 6.22% 3
2016
Q1 		$8.83M Sell
106,634
-10,111
-9% -$827K 5.93% 3
2015
Q4 		$9.43M Sell
116,745
-1,678
-1% -$137K 6.42% 3
2015
Q3 		$9.7M Buy
118,423
+16,708
+16% +$1.36M 6.97% 3
2015
Q2 		$8.27M Sell
101,715
-11,470
-10% -$943K 5.42% 3
2015
Q1 		$9.44M Sell
113,185
-2,106
-2% -$175K 5.61% 3
2014
Q4 		$9.5M Sell
115,291
-5,691
-5% -$469K 5.12% 3
2014
Q3 		$9.91M Sell
120,982
-4,109
-3% -$337K 5.25% 3
2014
Q2 		$10.3M Buy
125,091
+6,668
+6% +$545K 5.19% 3
2014
Q1 		$9.62M Sell
118,423
-19,239
-14% -$1.56M 4.99% 4
2013
Q4 		$11M Buy
137,662
+13,957
+11% +$1.13M 5.4% 3
2013
Q3 		$10M Sell
123,705
-86,646
-41% -$6.97M 5.71% 3
2013
Q2 		$17M Buy
+210,351
New +$17.4M 7.87% 2

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Miles Capital's BND Position: Q1 2020 in Review

Miles Capital increased its Vanguard Total Bond Market (BND) stake by 0.43% in Q1 2020, buying an estimated $42K and bringing the position to 114,869 shares worth $9.8M. The position accounts for 10.56% of the portfolio, ranked #1.

Miles Capital first reported a position in BND in Q2 2013 and has held it in 28 quarters since. The position peaked at $17M in Q2 2013. 883 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • Miles Capital held 114,869 shares of Vanguard Total Bond Market worth $9.8M as of Q1 2020.
  • Miles Capital bought 494 Vanguard Total Bond Market shares in Q1 2020, an estimated $42K.
  • Vanguard Total Bond Market made up 10.56% of Miles Capital's portfolio in Q1 2020, its #1 holding.
  • Miles Capital first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 28 quarters since.
  • Miles Capital's Vanguard Total Bond Market position peaked at $17M in Q2 2013.
  • 883 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.