NCM
BND icon

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

Next 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
2020
Q1 		– Sell
-1,239
Closed -$104K – 111
2019
Q4 		$104K Hold
1,239
– – 0.07% 88
2019
Q3 		$105K Buy
1,239
+1,135
+1,091% +$95.1K 0.07% 98
2019
Q2 		$9K Hold
104
– – 0.01% 455
2019
Q1 		$8K Hold
104
– – 0.01% 229
2018
Q4 		$8K Buy
+104
New +$8.13K 0.01% 207

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Next Capital Management's BND Position: Q1 2020 in Review

Next Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 1,239 shares — an estimated $104K sold.

Next Capital Management first reported a position in BND in Q4 2018 and held it in 5 quarters. The position peaked at $105K in Q3 2019. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • Next Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
  • Next Capital Management sold 1,239 Vanguard Total Bond Market shares in Q1 2020, an estimated $104K.
  • Next Capital Management first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 5 quarters.
  • Next Capital Management's Vanguard Total Bond Market position peaked at $105K in Q3 2019.
  • 884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Next Capital Management's 13F filing for Q1 2020, filed 22 Apr 2020.