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Principle Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Principle Wealth 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
Q3 		– Sell
-403
Closed -$36K – 182
2020
Q2 		$36K Buy
+403
New +$35.2K 0.01% 306

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Morgan Stanley
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LPL Financial
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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 $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Principle Wealth Partners's BND Position: Q3 2020 in Review

Principle Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 403 shares — an estimated $36K sold.

Principle Wealth Partners first reported a position in BND in Q2 2020 and held it in 1 quarter. The position peaked at $36K in Q2 2020. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Principle Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 403 Vanguard Total Bond Market shares in Q3 2020, an estimated $36K.
  • Principle Wealth Partners first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Vanguard Total Bond Market position peaked at $36K in Q2 2020.
  • 959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.