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Osborn Williams & Donohoe’s Vanguard Total Bond Market BND Stock Holding History

Osborn Williams & Donohoe’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
-47
Closed -$4K – 363
2019
Q1 		$4K Buy
+47
New +$3.75K ﹤0.01% 696

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

Osborn Williams & Donohoe's BND Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Total Bond Market (BND) in Q2 2019, closing a stake of 47 shares — an estimated $4K sold.

Osborn Williams & Donohoe first reported a position in BND in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Total Bond Market position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 47 Vanguard Total Bond Market shares in Q2 2019, an estimated $4K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Total Bond Market in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Total Bond Market position peaked at $4K in Q1 2019.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.