O'Brien Wealth Partners
BND icon

O'Brien Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

O'Brien 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
2021
Q1 		– Sell
-2,344
Closed -$205K – 43
2020
Q4 		$205K Buy
2,344
+5
+0.2% +$440 0.07% 36
2020
Q3 		$206K Sell
2,339
-19
-0.8% -$1.68K 0.08% 36
2020
Q2 		$209K Sell
2,358
-69
-3% -$6.03K 0.09% 28
2020
Q1 		$209K Buy
2,427
+37
+2% +$3.14K 0.12% 29
2019
Q4 		$201K Buy
2,390
+6
+0.3% +$504 0.14% 44
2019
Q3 		$201K Buy
+2,384
New +$200K 0.16% 36
2018
Q4 		– Sell
-1,815
Closed -$143K – 63
2018
Q3 		$143K Sell
1,815
-116
-6% -$9.17K 0.09% 44
2018
Q2 		$153K Sell
1,931
-1,684
-47% -$133K 0.11% 25
2018
Q1 		$289K Sell
3,615
-1,253
-26% -$100K 0.2% 24
2017
Q4 		$397K Sell
4,868
-423,615
-99% -$34.6M 0.25% 22
2017
Q3 		$35.1M Buy
428,483
+5,708
+1% +$468K 18.27% 2
2017
Q2 		$34.6M Buy
422,775
+61,712
+17% +$5.04M 18.26% 2
2017
Q1 		$29.3M Buy
361,063
+116,679
+48% +$9.44M 16.26% 2
2016
Q4 		$19.7M Buy
244,384
+88,730
+57% +$7.27M 11.81% 2
2016
Q3 		$13.1M Buy
155,654
+89,789
+136% +$7.56M 8.55% 5
2016
Q2 		$5.55M Buy
65,865
+34,746
+112% +$2.89M 3.87% 9
2016
Q1 		$2.58M Buy
31,119
+6,405
+26% +$524K 2% 11
2015
Q4 		$2M Buy
+24,714
New +$2.01M 1.95% 12

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Jones Financial Companies
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Milliman Financial Risk Management
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

O'Brien Wealth Partners's BND Position: Q1 2021 in Review

O'Brien Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 2,344 shares — an estimated $205K sold.

O'Brien Wealth Partners first reported a position in BND in Q4 2015 and held it in 18 quarters. The position peaked at $35.1M in Q3 2017. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • O'Brien Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • O'Brien Wealth Partners sold 2,344 Vanguard Total Bond Market shares in Q1 2021, an estimated $205K.
  • O'Brien Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 18 quarters.
  • O'Brien Wealth Partners's Vanguard Total Bond Market position peaked at $35.1M in Q3 2017.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on O'Brien Wealth Partners's 13F filing for Q1 2021, filed 13 Apr 2021.