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Peninsula Wealth’s Vanguard Total Bond Market BND Stock Holding History

Peninsula Wealth’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
Q4 		– Sell
-6,287
Closed -$555K – 24
2020
Q3 		$555K Buy
6,287
+240
+4% +$21.3K 0.24% 28
2020
Q2 		$534K Buy
+6,047
New +$529K 0.25% 24

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Peninsula Wealth's BND Position: Q4 2020 in Review

Peninsula Wealth sold out of Vanguard Total Bond Market (BND) in Q4 2020, closing a stake of 6,287 shares — an estimated $555K sold.

Peninsula Wealth first reported a position in BND in Q2 2020 and held it in 2 quarters. The position peaked at $555K in Q3 2020. 1,066 funds tracked by Wall St. Rank hold BND as of Q4 2020.

  • Peninsula Wealth reported no remaining Vanguard Total Bond Market position as of Q4 2020 after selling out during the quarter.
  • Peninsula Wealth sold 6,287 Vanguard Total Bond Market shares in Q4 2020, an estimated $555K.
  • Peninsula Wealth first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 2 quarters.
  • Peninsula Wealth's Vanguard Total Bond Market position peaked at $555K in Q3 2020.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on Peninsula Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.