Northstar Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Northstar Wealth Partners’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	$322K	Sell	3,650 -3,222	-47%	-$286K	0.15%	112
2020 Q2	$607K	Hold	6,872	–	–	0.25%	94
2020 Q1	$586K	Buy	6,872 +411	+6%	+$34.9K	0.3%	86
2019 Q4	$541K	Buy	6,461 +767	+13%	+$64.5K	0.22%	107
2019 Q3	$481K	Buy	5,694 +976	+21%	+$81.8K	0.21%	112
2019 Q2	$392K	Buy	4,718 +488	+12%	+$39.8K	0.17%	127
2019 Q1	$343K	Buy	4,230 +1	+0%	+$80	0.16%	131
2018 Q4	$335K	Buy	4,229 +2	+0%	+$156	0.18%	128
2018 Q3	$332K	Sell	4,227 -19	-0.4%	-$1.5K	0.16%	127
2018 Q2	$336K	Buy	4,246 +776	+22%	+$61.3K	0.17%	136
2018 Q1	$277K	Sell	3,470 -4,022	-54%	-$322K	0.14%	158
2017 Q4	$609K	Buy	7,492 +1,198	+19%	+$97.9K	0.54%	63
2017 Q3	$514K	Buy	+6,294	New	+$516K	0.5%	68

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northstar Wealth Partners's BND Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 47% in Q3 2020, selling an estimated $286K and leaving 3,650 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #112.

Northstar Wealth Partners first reported a position in BND in Q3 2017 and has held it in 13 quarters since. The position peaked at $609K in Q4 2017. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

Northstar Wealth Partners held 3,650 shares of Vanguard Total Bond Market worth $322K as of Q3 2020.
Northstar Wealth Partners sold 3,222 Vanguard Total Bond Market shares in Q3 2020, an estimated $286K.
Vanguard Total Bond Market made up 0.15% of Northstar Wealth Partners's portfolio in Q3 2020, its #112 holding.
Northstar Wealth Partners first reported a position in Vanguard Total Bond Market in Q3 2017 and has held it in 13 quarters since.
Northstar Wealth Partners's Vanguard Total Bond Market position peaked at $609K in Q4 2017.
959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.