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Northwest Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Northwest Wealth 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
2019
Q2 		– Sell
-155
Closed -$13K – 150
2019
Q1 		$13K Hold
155
– – 0.01% 325
2018
Q4 		$12K Hold
155
– – 0.01% 313
2018
Q3 		$12K Hold
155
– – 0.01% 338
2018
Q2 		$12K Hold
155
– – 0.01% 332
2018
Q1 		$12K Buy
+155
New +$12.4K 0.01% 332

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

Northwest Wealth Management's BND Position: Q2 2019 in Review

Northwest Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2019, closing a stake of 155 shares — an estimated $13K sold.

Northwest Wealth Management first reported a position in BND in Q1 2018 and held it in 5 quarters. The position peaked at $13K in Q1 2019. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • Northwest Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 155 Vanguard Total Bond Market shares in Q2 2019, an estimated $13K.
  • Northwest Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Vanguard Total Bond Market position peaked at $13K in Q1 2019.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.