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PagnatoKarp Partners’s Vanguard Total Bond Market BND Stock Holding History

PagnatoKarp 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
2020
Q2 		– Sell
-26,488
Closed -$2.26M – 20
2020
Q1 		$2.26M Sell
26,488
-342
-1% -$29.1K 0.56% 32
2019
Q4 		$2.25M Buy
26,830
+1,362
+5% +$115K 0.39% 39
2019
Q3 		$2.15M Buy
25,468
+453
+2% +$38K 0.43% 38
2019
Q2 		$2.08M Sell
25,015
-11,670
-32% -$951K 0.44% 36
2019
Q1 		$2.98M Sell
36,685
-1
-0% -$80 0.67% 30
2018
Q4 		$2.91M Sell
36,686
-6,084
-14% -$476K 0.62% 34
2018
Q3 		$3.37M Sell
42,770
-7,248
-14% -$573K 0.98% 20
2018
Q2 		$3.96M Buy
50,018
+3,062
+7% +$242K 1.26% 17
2018
Q1 		$3.75M Sell
46,956
-7,918
-14% -$634K 1.58% 14
2017
Q4 		$4.48M Sell
54,874
-12,373
-18% -$1.01M 1.3% 17
2017
Q3 		$5.51M Sell
67,247
-13,440
-17% -$1.1M 1.4% 16
2017
Q2 		$6.6M Sell
80,687
-14,446
-15% -$1.18M 1.99% 13
2017
Q1 		$7.71M Sell
95,133
-35,423
-27% -$2.86M 2.23% 13
2016
Q4 		$10.5M Buy
+130,556
New +$10.7M 3.16% 11

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PagnatoKarp Partners's BND Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 26,488 shares — an estimated $2.26M sold.

PagnatoKarp Partners first reported a position in BND in Q4 2016 and held it in 14 quarters. The position peaked at $10.5M in Q4 2016. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • PagnatoKarp Partners reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 26,488 Vanguard Total Bond Market shares in Q2 2020, an estimated $2.26M.
  • PagnatoKarp Partners first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 14 quarters.
  • PagnatoKarp Partners's Vanguard Total Bond Market position peaked at $10.5M in Q4 2016.
  • 928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.