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Partnervest Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Partnervest Advisory 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
2020
Q3 		$2.01M Buy
22,814
+3,792
+20% +$336K 0.64% 31
2020
Q2 		$1.68M Buy
19,022
+1,110
+6% +$97K 0.63% 26
2020
Q1 		$1.53M Buy
17,912
+1,938
+12% +$165K 0.69% 24
2019
Q4 		$1.34M Sell
15,974
-3,633
-19% -$305K 0.49% 38
2019
Q3 		$1.66M Buy
19,607
+2,475
+14% +$207K 0.59% 30
2019
Q2 		$1.42M Buy
17,132
+1,201
+8% +$97.8K 0.56% 34
2019
Q1 		$1.29M Buy
15,931
+1,256
+9% +$100K 0.54% 33
2018
Q4 		$1.16M Buy
14,675
+6,834
+87% +$534K 0.56% 38
2018
Q3 		$617K Buy
7,841
+34
+0.4% +$2.69K 0.24% 83
2018
Q2 		$618K Sell
7,807
-51
-0.6% -$4.03K 0.29% 75
2018
Q1 		$628K Buy
7,858
+20
+0.3% +$1.6K 0.3% 74
2017
Q4 		$639K Sell
7,838
-1,844
-19% -$151K 0.31% 74
2017
Q3 		$794K Sell
9,682
-2,804
-22% -$230K 0.39% 53
2017
Q2 		$1.02M Sell
12,486
-175
-1% -$14.3K 0.46% 43
2017
Q1 		$1.03M Sell
12,661
-1,954
-13% -$158K 0.46% 45
2016
Q4 		$1.18M Sell
14,615
-628
-4% -$51.4K 0.55% 36
2016
Q3 		$1.28M Buy
15,243
+1,324
+10% +$111K 0.61% 30
2016
Q2 		$1.17M Buy
13,919
+5,691
+69% +$473K 0.58% 28
2016
Q1 		$681K Buy
8,228
+1,647
+25% +$135K 0.36% 55
2015
Q4 		$531K Sell
6,581
-5,251
-44% -$427K 0.3% 71
2015
Q3 		$969K Buy
11,832
+8,028
+211% +$654K 0.55% 35
2015
Q2 		$309K Buy
+3,804
New +$313K 0.15% 125
2014
Q4 		– Sell
-11,571
Closed -$948K – 162
2014
Q3 		$948K Buy
11,571
+11,341
+4,931% +$930K 0.49% 37
2014
Q2 		$19K Sell
230
-11,081
-98% -$906K 0.01% 544
2014
Q1 		$918K Buy
11,311
+11,141
+6,554% +$902K 0.41% 36
2013
Q4 		$14K Buy
170
+70
+70% +$5.65K 0.01% 558
2013
Q3 		$8K Hold
100
– – ﹤0.01% 682
2013
Q2 		$8K Buy
+100
New +$8.29K ﹤0.01% 635

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Partnervest Advisory Services's BND Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard Total Bond Market (BND) stake by 20% in Q3 2020, buying an estimated $336K and bringing the position to 22,814 shares worth $2.01M. The position accounts for 0.64% of the portfolio, ranked #31.

Partnervest Advisory Services first reported a position in BND in Q2 2013 and has held it in 28 quarters since. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Partnervest Advisory Services held 22,814 shares of Vanguard Total Bond Market worth $2.01M as of Q3 2020.
  • Partnervest Advisory Services bought 3,792 Vanguard Total Bond Market shares in Q3 2020, an estimated $336K.
  • Vanguard Total Bond Market made up 0.64% of Partnervest Advisory Services's portfolio in Q3 2020, its #31 holding.
  • Partnervest Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 28 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.