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New England Investment & Retirement Group’s Vanguard Total Bond Market BND Stock Holding History

New England Investment & Retirement 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
2020
Q2 		– Sell
-2,599
Closed -$222K – 82
2020
Q1 		$222K Buy
+2,599
New +$221K 0.09% 47
2015
Q3 		– Sell
-30,801
Closed -$2.49M – 61
2015
Q2 		$2.49M Buy
30,801
+952
+3% +$78.3K 1.19% 23
2015
Q1 		$2.49M Buy
+29,849
New +$2.48M 1.1% 22

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

New England Investment & Retirement Group's BND Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 2,599 shares — an estimated $222K sold.

New England Investment & Retirement Group first reported a position in BND in Q1 2015 and held it in 3 quarters. The position peaked at $2.49M in Q2 2015. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 2,599 Vanguard Total Bond Market shares in Q2 2020, an estimated $222K.
  • New England Investment & Retirement Group first reported a position in Vanguard Total Bond Market in Q1 2015 and held it in 3 quarters.
  • New England Investment & Retirement Group's Vanguard Total Bond Market position peaked at $2.49M in Q2 2015.
  • 928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.