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Paracle Advisors’s Vanguard Total Bond Market BND Stock Holding History

Paracle Advisors’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 		$45M Buy
531,583
+37,920
+8% +$3.27M 8.18% 3
2020
Q4 		$43.5M Buy
493,663
+26,343
+6% +$2.32M 8.31% 3
2020
Q3 		$41.2M Buy
467,320
+27,689
+6% +$2.45M 8.9% 2
2020
Q2 		$38.8M Buy
439,631
+13,453
+3% +$1.18M 9.05% 2
2020
Q1 		$36.4M Sell
426,178
-54,041
-11% -$4.59M 9.85% 1
2019
Q4 		$40.3M Buy
480,219
+9,394
+2% +$790K 9.37% 2
2019
Q3 		$39.8M Buy
470,825
+22,679
+5% +$1.9M 9.63% 2
2019
Q2 		$37.2M Buy
448,146
+23,639
+6% +$1.93M 9.19% 2
2019
Q1 		$34.5M Buy
424,507
+2,443
+0.6% +$195K 8.97% 2
2018
Q4 		$33.4M Sell
422,064
-10,899
-3% -$852K 9.73% 1
2018
Q3 		$34.1M Sell
432,963
-13,569
-3% -$1.07M 10.07% 3
2018
Q2 		$35.4M Buy
446,532
+18,139
+4% +$1.43M 10.99% 1
2018
Q1 		$34.2M Buy
428,393
+4,286
+1% +$343K 10.96% 1
2017
Q4 		$34.6M Buy
424,107
+6,347
+2% +$518K 11.39% 1
2017
Q3 		$34.2M Buy
417,760
+10,045
+2% +$824K 11.77% 1
2017
Q2 		$33.4M Buy
407,715
+16,702
+4% +$1.36M 12.65% 1
2017
Q1 		$31.7M Buy
391,013
+5,750
+1% +$465K 12.2% 1
2016
Q4 		$31.1M Buy
385,263
+11,695
+3% +$958K 12.49% 1
2016
Q3 		$31.4M Buy
373,568
+16,628
+5% +$1.4M 14.57% 1
2016
Q2 		$30.1M Buy
356,940
+7,151
+2% +$594K 15.82% 1
2016
Q1 		$29M Buy
349,789
+4,493
+1% +$368K 15.5% 1
2015
Q4 		$27.9M Buy
345,296
+10,336
+3% +$841K 15.8% 1
2015
Q3 		$27.4M Sell
334,960
-12,097
-3% -$986K 16.24% 1
2015
Q2 		$28.2M Buy
347,057
+12,057
+4% +$992K 18.25% 1
2015
Q1 		$27.9M Buy
335,000
+11,148
+3% +$927K 18.03% 1
2014
Q4 		$26.7M Buy
323,852
+40,147
+14% +$3.31M 17.55% 1
2014
Q3 		$23.2M Buy
+283,705
New +$23.3M 18.35% 1

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

Paracle Advisors's BND Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard Total Bond Market (BND) stake by 7.7% in Q1 2021, buying an estimated $3.27M and bringing the position to 531,583 shares worth $45M. The position accounts for 8.18% of the portfolio, ranked #3.

Paracle Advisors first reported a position in BND in Q3 2014 and has held it in 27 quarters since. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • Paracle Advisors held 531,583 shares of Vanguard Total Bond Market worth $45M as of Q1 2021.
  • Paracle Advisors bought 37,920 Vanguard Total Bond Market shares in Q1 2021, an estimated $3.27M.
  • Vanguard Total Bond Market made up 8.18% of Paracle Advisors's portfolio in Q1 2021, its #3 holding.
  • Paracle Advisors first reported a position in Vanguard Total Bond Market in Q3 2014 and has held it in 27 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.