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

MV 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
-331
Closed -$29K – 462
2020
Q4 		$29K Buy
+331
New +$29.1K 0.01% 186

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Creative Planning
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MV Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 331 shares — an estimated $29K sold.

MV Capital Management first reported a position in BND in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • MV Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • MV Capital Management sold 331 Vanguard Total Bond Market shares in Q1 2021, an estimated $29K.
  • MV Capital Management first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 1 quarter.
  • MV Capital Management's Vanguard Total Bond Market position peaked at $29K in Q4 2020.
  • 1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on MV Capital Management's 13F filing for Q1 2021, filed 12 May 2021.