Private Harbour Investment Management & Counsel’s Vanguard Total Bond Market BND Stock Holding History

Private Harbour Investment Management & Counsel’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 Q2	–	Sell	-2,403	Closed	-$204K	–	59
2021 Q1	$204K	Hold	2,403	–	–	0.19%	55
2020 Q4	$212K	Hold	2,403	–	–	0.21%	55
2020 Q3	$212K	Hold	2,403	–	–	0.22%	53
2020 Q2	$212K	Hold	2,403	–	–	0.23%	53
2020 Q1	$205K	Hold	2,403	–	–	0.24%	58
2019 Q4	$202K	Hold	2,403	–	–	0.21%	62
2019 Q3	$203K	Buy	+2,403	New	+$201K	0.21%	65
2016 Q4	–	Sell	-2,403	Closed	-$202K	–	83
2016 Q3	$202K	Hold	2,403	–	–	0.17%	79
2016 Q2	$203K	Buy	+2,403	New	+$200K	0.17%	78

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Private Harbour Investment Management & Counsel's BND Position: Q2 2021 in Review

Private Harbour Investment Management & Counsel sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 2,403 shares — an estimated $204K sold.

Private Harbour Investment Management & Counsel first reported a position in BND in Q2 2016 and held it in 9 quarters. The position peaked at $212K in Q4 2020. 1,096 funds tracked by Wall St. Rank hold BND as of Q2 2021.

Private Harbour Investment Management & Counsel reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
Private Harbour Investment Management & Counsel sold 2,403 Vanguard Total Bond Market shares in Q2 2021, an estimated $204K.
Private Harbour Investment Management & Counsel first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 9 quarters.
Private Harbour Investment Management & Counsel's Vanguard Total Bond Market position peaked at $212K in Q4 2020.
1,096 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Private Harbour Investment Management & Counsel's 13F filing for Q2 2021, filed 12 Aug 2021.