PCFFS
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Pacific Center for Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Pacific Center for Financial Services’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
-8,357
Closed -$737K – 337
2020
Q4 		$737K Sell
8,357
-1,819
-18% -$160K 0.27% 26
2020
Q3 		$898K Buy
10,176
+6,007
+144% +$533K 0.37% 22
2020
Q2 		$368K Buy
4,169
+3,153
+310% +$276K 0.18% 36
2020
Q1 		$87K Buy
1,016
+4
+0.4% +$340 0.06% 86
2019
Q4 		$85K Buy
1,012
+9
+0.9% +$757 0.04% 93
2019
Q3 		$85K Buy
1,003
+1
+0.1% +$84 0.04% 90
2019
Q2 		$83K Sell
1,002
-226
-18% -$18.4K 0.04% 91
2019
Q1 		$100K Buy
1,228
+5
+0.4% +$399 0.05% 80
2018
Q4 		$97K Buy
1,223
+9
+0.7% +$704 0.05% 78
2018
Q3 		$96K Buy
1,214
+7
+0.6% +$553 0.05% 83
2018
Q2 		$96K Buy
1,207
+7
+0.6% +$553 0.06% 79
2018
Q1 		$96K Sell
1,200
-54
-4% -$4.32K 0.06% 76
2017
Q4 		$102K Sell
1,254
-165
-12% -$13.5K 0.06% 74
2017
Q3 		$116K Buy
1,419
+7
+0.5% +$574 0.07% 70
2017
Q2 		$116K Buy
1,412
+8
+0.6% +$653 0.08% 69
2017
Q1 		$114K Buy
1,404
+4
+0.3% +$323 0.08% 69
2016
Q4 		$113K Buy
+1,400
New +$115K 0.09% 64

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Center for Financial Services's BND Position: Q1 2021 in Review

Pacific Center for Financial Services sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 8,357 shares — an estimated $737K sold.

Pacific Center for Financial Services first reported a position in BND in Q4 2016 and held it in 17 quarters. The position peaked at $898K in Q3 2020. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • Pacific Center for Financial Services reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • Pacific Center for Financial Services sold 8,357 Vanguard Total Bond Market shares in Q1 2021, an estimated $737K.
  • Pacific Center for Financial Services first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 17 quarters.
  • Pacific Center for Financial Services's Vanguard Total Bond Market position peaked at $898K in Q3 2020.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Pacific Center for Financial Services's 13F filing for Q1 2021, filed 17 May 2021.