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

OptiFour Integrated 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 Q4	$315K	Hold	3,752	–	–	0.22%	53
2019 Q3	$317K	Hold	3,752	–	–	0.23%	50
2019 Q2	$312K	Sell	3,752 -164	-4%	-$13.4K	0.22%	55
2019 Q1	$318K	Hold	3,916	–	–	0.26%	36
2018 Q4	$310K	Hold	3,916	–	–	0.28%	35
2018 Q3	$308K	Sell	3,916 -959	-20%	-$75.8K	0.25%	43
2018 Q2	$386K	Buy	4,875 +32	+0.7%	+$2.53K	0.33%	39
2018 Q1	$387K	Buy	4,843 +187	+4%	+$15K	0.32%	39
2017 Q4	$380K	Buy	+4,656	New	+$380K	0.32%	41

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

OptiFour Integrated Wealth Management's BND Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q4 2019 at 3,752 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #53.

OptiFour Integrated Wealth Management first reported a position in BND in Q4 2017 and has held it in 9 quarters since. The position peaked at $387K in Q1 2018. 879 funds tracked by Wall St. Rank hold BND as of Q4 2019.

OptiFour Integrated Wealth Management held 3,752 shares of Vanguard Total Bond Market worth $315K as of Q4 2019.
OptiFour Integrated Wealth Management left its Vanguard Total Bond Market share count unchanged in Q4 2019.
Vanguard Total Bond Market made up 0.22% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #53 holding.
OptiFour Integrated Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Vanguard Total Bond Market position peaked at $387K in Q1 2018.
879 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.