Nachman Norwood & Parrott’s Vanguard Total Bond Market BND Stock Holding History

Nachman Norwood & Parrott’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 Q2	$12.3M	Buy	143,095 +13,513	+10%	+$1.15M	1.25%	20
2021 Q1	$11M	Buy	129,582 +33,172	+34%	+$2.86M	1.21%	21
2020 Q4	$8.5M	Buy	96,410 +29,836	+45%	+$2.63M	0.99%	20
2020 Q3	$5.87M	Buy	66,574 +61,703	+1,267%	+$5.47M	0.79%	27
2020 Q2	$430K	Buy	+4,871	New	+$426K	0.07%	169

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

MFRM

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

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

Nachman Norwood & Parrott's BND Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2021, buying an estimated $1.15M and bringing the position to 143,095 shares worth $12.3M. The position accounts for 1.25% of the portfolio, ranked #20.

Nachman Norwood & Parrott first reported a position in BND in Q2 2020 and has held it in 5 quarters since. 1,096 funds tracked by Wall St. Rank hold BND as of Q2 2021.

Nachman Norwood & Parrott held 143,095 shares of Vanguard Total Bond Market worth $12.3M as of Q2 2021.
Nachman Norwood & Parrott bought 13,513 Vanguard Total Bond Market shares in Q2 2021, an estimated $1.15M.
Vanguard Total Bond Market made up 1.25% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #20 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 5 quarters since.
1,096 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.