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Private Vista’s Vanguard Total Bond Market BND Stock Holding History

Private Vista’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
Q2 		– Sell
-3,361
Closed -$287K – 124
2020
Q1 		$287K Sell
3,361
-1
-0% -$85 0.11% 107
2019
Q4 		$282K Buy
3,362
+589
+21% +$49.5K 0.08% 114
2019
Q3 		$233K Buy
+2,773
New +$232K 0.06% 131

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Vista's BND Position: Q2 2020 in Review

Private Vista sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 3,361 shares — an estimated $287K sold.

Private Vista first reported a position in BND in Q3 2019 and held it in 3 quarters. The position peaked at $287K in Q1 2020. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • Private Vista reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
  • Private Vista sold 3,361 Vanguard Total Bond Market shares in Q2 2020, an estimated $287K.
  • Private Vista first reported a position in Vanguard Total Bond Market in Q3 2019 and held it in 3 quarters.
  • Private Vista's Vanguard Total Bond Market position peaked at $287K in Q1 2020.
  • 928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.