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Northstar Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Northstar Investment Advisors’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
2019
Q2 		– Sell
-23,523
Closed -$1.91M – 121
2019
Q1 		$1.91M Sell
23,523
-3,679
-14% -$294K 0.35% 61
2018
Q4 		$2.15M Buy
+27,202
New +$2.13M 0.47% 51
2018
Q3 		– Sell
-39,294
Closed -$3.11M – 111
2018
Q2 		$3.11M Sell
39,294
-23,110
-37% -$1.83M 0.65% 47
2018
Q1 		$4.99M Sell
62,404
-204,048
-77% -$16.3M 1.06% 43
2017
Q4 		$21.7M Sell
266,452
-1,991
-0.7% -$163K 3.93% 1
2017
Q3 		$22M Sell
268,443
-7,837
-3% -$643K 4.3% 1
2017
Q2 		$22.6M Buy
276,280
+347
+0.1% +$28.3K 4.57% 1
2017
Q1 		$22.4M Buy
+275,933
New +$22.3M 4.52% 1
2016
Q4 		– Sell
-265,327
Closed -$22.1M – 114
2016
Q3 		$22.1M Buy
265,327
+6,553
+3% +$552K 5.07% 1
2016
Q2 		$21.8M Buy
258,774
+4,721
+2% +$392K 5.02% 1
2016
Q1 		$21M Buy
254,053
+17,002
+7% +$1.39M 5.12% 1
2015
Q4 		$19.1M Sell
237,051
-1,965
-0.8% -$160K 4.94% 1
2015
Q3 		$19.6M Buy
239,016
+4,531
+2% +$369K 5.36% 1
2015
Q2 		$19.1M Buy
234,485
+23,479
+11% +$1.93M 4.92% 1
2015
Q1 		$17.6M Buy
211,006
+9,572
+5% +$796K 4.49% 1
2014
Q4 		$16.6M Sell
201,434
-3,374
-2% -$278K 4.15% 1
2014
Q3 		$16.8M Sell
204,808
-1,362
-0.7% -$112K 4.36% 1
2014
Q2 		$17M Buy
206,170
+1,118
+0.5% +$91.4K 4.37% 1
2014
Q1 		$16.6M Sell
205,052
-505
-0.2% -$40.9K 4.43% 1
2013
Q4 		$16.5M Buy
205,557
+1,440
+0.7% +$116K 4.5% 1
2013
Q3 		$16.5M Buy
204,117
+2,651
+1% +$213K 4.94% 1
2013
Q2 		$16.3M Buy
+201,466
New +$16.7M 5.1% 1

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northstar Investment Advisors's BND Position: Q2 2019 in Review

Northstar Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2019, closing a stake of 23,523 shares — an estimated $1.91M sold.

Northstar Investment Advisors first reported a position in BND in Q2 2013 and held it in 22 quarters. The position peaked at $22.6M in Q2 2017. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • Northstar Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2019 after selling out during the quarter.
  • Northstar Investment Advisors sold 23,523 Vanguard Total Bond Market shares in Q2 2019, an estimated $1.91M.
  • Northstar Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 22 quarters.
  • Northstar Investment Advisors's Vanguard Total Bond Market position peaked at $22.6M in Q2 2017.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Northstar Investment Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.