NDSI
BND icon

Newman Dignan & Sheerar Inc’s Vanguard Total Bond Market BND Stock Holding History

Newman Dignan & Sheerar Inc’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
Q3 		– Sell
-2,243
Closed -$200K – 164
2020
Q2 		$200K Buy
+2,243
New +$196K 0.09% 140

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Newman Dignan & Sheerar Inc's BND Position: Q3 2020 in Review

Newman Dignan & Sheerar Inc sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 2,243 shares — an estimated $200K sold.

Newman Dignan & Sheerar Inc first reported a position in BND in Q2 2020 and held it in 1 quarter. The position peaked at $200K in Q2 2020. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Newman Dignan & Sheerar Inc reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 2,243 Vanguard Total Bond Market shares in Q3 2020, an estimated $200K.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 1 quarter.
  • Newman Dignan & Sheerar Inc's Vanguard Total Bond Market position peaked at $200K in Q2 2020.
  • 959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2020, filed 14 Oct 2020.